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 (SCHB). 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 | 925,147 | -92,008 | -9.0% | 3.47% | $24.3M | $26.23 |
| 2025 Q3 | REDUCED | 1,017,155 | -23,170 | -2.2% | 3.63% | $26.2M | $25.63 |
| 2025 Q2 | ADDED | 1,040,325 | +433,721 | +71.5% | 3.74% | $24.8M | $23.69 |
| 2025 Q1 | ADDED | 606,604 | +75,172 | +14.1% | 2.52% | $13.1M | $21.34 |
| 2024 Q4 | ADDED | 531,432 | +339,894 | +177.5% | 2.27% | $12.1M | $22.43 |
| 2024 Q3 | REDUCED | 191,538 | -3,644 | -1.9% | 1.82% | $12.7M | $21.83 |
| 2024 Q2 | REDUCED | 195,182 | -4,175 | -2.1% | 1.74% | $12.3M | $20.57 |
| 2024 Q1 | REDUCED | 199,357 | -9,978 | -4.8% | 1.80% | $12.2M | $19.91 |
| 2023 Q4 | REDUCED | 209,335 | -11,096 | -5.0% | 1.90% | $11.8M | $18.10 |
| 2023 Q3 | REDUCED | 220,431 | -4,556 | -2.0% | 1.93% | $10.9M | $16.14 |
As of 2025 Q4 — sorted by position size