Ownership history in Intelligence Driven Advisers, LLC · 23 quarters on record
This page tracks every 13F SEC filing in which Intelligence Driven Advisers, LLC reported a position in SCHWAB STRATEGIC TR (SCHF). 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 | REDUCED | 216,133 | -4,388 | -2.0% | 0.74% | $5.2M | $24.04 |
| 2025 Q3 | ADDED | 220,521 | +12,137 | +5.8% | 0.71% | $5.1M | $22.63 |
| 2025 Q2 | ADDED | 208,384 | +119,884 | +135.5% | 0.69% | $4.6M | $21.49 |
| 2025 Q1 | REDUCED | 88,500 | -3,466 | -3.8% | 0.34% | $1.8M | $19.10 |
| 2024 Q4 | ADDED | 91,966 | +45,816 | +99.3% | 0.32% | $1.7M | $17.87 |
| 2024 Q3 | ADDED | 46,150 | +387 | +0.8% | 0.27% | $1.9M | $19.43 |
| 2024 Q2 | ADDED | 45,763 | +109 | +0.2% | 0.25% | $1.8M | $18.15 |
| 2024 Q1 | REDUCED | 45,654 | -381 | -0.8% | 0.26% | $1.8M | $18.26 |
| 2023 Q4 | REDUCED | 46,035 | -7,018 | -13.2% | 0.27% | $1.7M | $17.30 |
| 2023 Q3 | ADDED | 53,053 | +838 | +1.6% | 0.31% | $1.8M | $15.58 |
As of 2025 Q4 — sorted by position size