Ownership history in Hardy Reed LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Hardy Reed LLC reported a position in SCHWAB STRATEGIC TR (FNDF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,063,427 | +24,760 | +2.4% | 3.43% | $48.1M | $45.21 |
| 2025 Q3 | REDUCED | 1,038,667 | -7,957 | -0.8% | 3.29% | $44.6M | $41.70 |
| 2025 Q2 | ADDED | 1,046,624 | +13,997 | +1.4% | 3.36% | $41.9M | $38.85 |
| 2025 Q1 | ADDED | 1,032,627 | +81,104 | +8.5% | 3.29% | $37.3M | $34.89 |
As of 2025 Q4 — sorted by position size