SCHV — SCHWAB STRATEGIC TR

Ownership history in Jentner Corp  ·  35 quarters on record

This page tracks every 13F SEC filing in which Jentner Corp reported a position in SCHWAB STRATEGIC TR (SCHV). 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.

Peak position
1.56% (2020 Q4)
Avg. % of fund
0.88%
First filed
2016 Q4
Last filed
2025 Q2
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 47,942 -1,477 -3.0% 0.36% $1.3M $27.38
2025 Q1 REDUCED 49,419 -927 -1.8% 0.39% $1.3M $26.16
2024 Q4 ADDED 50,346 +31,316 +164.6% 0.38% $1.3M $25.52
2024 Q3 ADDED 19,030 +389 +2.1% 0.47% $1.5M $26.07
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHV price (monthly, adj. close)

Other funds also holding SCHV

As of 2025 Q4 — sorted by position size

Mokosak Advisory Group, LLC 3Y 7Y 22.65% HRC WEALTH MANAGEMENT, LLC 18.25% Northern Capital Management, Inc. 3Y 17.38% DRAVO BAY LLC 3Y 15.81% RAINEY & RANDALL WEALTH ADVISORS INC. 3Y 7Y 14.39% MATHER GROUP, LLC. 3Y 7Y 10.71% Peak Wealth Management LLC 10.59% Veery Capital, LLC 3Y 10.32% BALLAST ADVISORS LLC 3Y 9.27% GenWealth Group, Inc. 3Y 7Y 8.56%
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