Ownership history in MATHER GROUP, LLC. · 6 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in SCHWAB STRATEGIC TR (FNDC). 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 Q3 | UNCHANGED | 962 | — | 0% | 0.00% | $43K | $43.02 |
| 2025 Q1 | REDUCED | 962 | -3 | -0.3% | 0.00% | $35K | $34.82 |
| 2024 Q4 | ADDED | 965 | +3 | +0.3% | 0.00% | $33K | $32.84 |
| 2024 Q3 | REDUCED | 962 | -6 | -0.6% | 0.00% | $37K | $35.71 |
| 2024 Q2 | ADDED | 968 | +171 | +21.5% | 0.00% | $34K | $32.54 |
| 2024 Q1 | INITIATED | 797 | — | — | 0.00% | $28K | — |
As of 2025 Q4 — sorted by position size