Ownership history in LongView Wealth Management · 9 quarters on record
This page tracks every 13F SEC filing in which LongView Wealth Management reported a position in SCHWAB STRATEGIC TR (SCHD). 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 | 785,876 | -24,194 | -3.0% | 5.41% | $22.4M | $27.43 |
| 2025 Q3 | REDUCED | 810,070 | -9,757 | -1.2% | 5.99% | $22.1M | $27.02 |
| 2025 Q2 | ADDED | 819,827 | +4,286 | +0.5% | 6.58% | $21.7M | $25.98 |
| 2025 Q1 | ADDED | 815,541 | +48,108 | +6.3% | 6.84% | $22.8M | $27.15 |
| 2024 Q4 | ADDED | 767,433 | +548,146 | +250.0% | 6.39% | $21.0M | $26.29 |
| 2024 Q3 | ADDED | 219,287 | +13,959 | +6.8% | 5.92% | $18.5M | $26.86 |
| 2024 Q2 | ADDED | 205,328 | +21,796 | +11.9% | 5.90% | $16.0M | $24.49 |
| 2024 Q1 | ADDED | 183,532 | +8,025 | +4.6% | 5.87% | $14.8M | $25.13 |
| 2023 Q4 | INITIATED | 175,507 | — | — | 5.99% | $13.4M | — |
As of 2025 Q4 — sorted by position size