Ownership history in Intelligence Driven Advisers, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Intelligence Driven Advisers, LLC reported a position in SCHWAB STRATEGIC TR (SCHR). 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 | 1,768,966 | -125,968 | -6.6% | 6.34% | $44.4M | $24.92 |
| 2025 Q3 | ADDED | 1,894,934 | +127,799 | +7.2% | 6.60% | $47.6M | $24.66 |
| 2025 Q2 | ADDED | 1,767,135 | +165,252 | +10.3% | 6.67% | $44.2M | $24.32 |
| 2025 Q1 | REDUCED | 1,601,883 | -25,180 | -1.5% | 7.67% | $39.8M | $23.92 |
| 2024 Q4 | ADDED | 1,627,063 | +644,494 | +65.6% | 7.43% | $39.5M | $23.22 |
| 2024 Q3 | REDUCED | 982,569 | -11,195 | -1.1% | 7.11% | $49.7M | $23.89 |
| 2024 Q2 | ADDED | 993,764 | +9,206 | +0.9% | 6.87% | $48.5M | $22.81 |
| 2024 Q1 | ADDED | 984,558 | +699,050 | +244.8% | 7.14% | $48.3M | $22.72 |
| 2023 Q4 | REDUCED | 285,508 | -12,168 | -4.1% | 2.30% | $14.2M | $22.89 |
| 2023 Q3 | ADDED | 297,676 | +23,323 | +8.5% | 2.52% | $14.2M | $21.82 |
As of 2025 Q4 — sorted by position size