Ownership history in MATHER GROUP, LLC. · 10 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in SCHWAB STRATEGIC TR (FNDE). 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 | REDUCED | 986 | -576 | -36.9% | 0.00% | $36K | $34.89 |
| 2025 Q1 | REDUCED | 1,562 | -24 | -1.5% | 0.00% | $48K | $29.53 |
| 2024 Q4 | ADDED | 1,586 | +1 | +0.1% | 0.00% | $46K | $27.85 |
| 2024 Q3 | REDUCED | 1,585 | -83 | -5.0% | 0.00% | $51K | $29.78 |
| 2024 Q2 | ADDED | 1,668 | +358 | +27.3% | 0.00% | $46K | $27.28 |
| 2024 Q1 | REDUCED | 1,310 | -7,513 | -85.2% | 0.00% | $36K | $25.42 |
| 2022 Q1 | ADDED | 8,823 | +1,864 | +26.8% | 0.01% | $255K | $23.91 |
| 2021 Q4 | ADDED | 6,959 | +83 | +1.2% | 0.00% | $216K | $25.59 |
| 2021 Q3 | REDUCED | 6,876 | -968 | -12.3% | 0.01% | $222K | $25.66 |
| 2021 Q2 | INITIATED | 7,844 | — | — | 0.01% | $253K | $25.68 |
As of 2025 Q4 — sorted by position size