Ownership history in MATHER GROUP, LLC. · 11 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in SCHWAB STRATEGIC TR (SCHP). 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 | 216 | -629 | -74.4% | 0.00% | $6K | $26.51 |
| 2025 Q1 | ADDED | 845 | +807 | +2123.7% | 0.00% | $23K | $25.84 |
| 2024 Q4 | REDUCED | 38 | -369 | -90.7% | 0.00% | $982 | $24.81 |
| 2024 Q3 | ADDED | 407 | +323 | +384.5% | 0.00% | $22K | $25.54 |
| 2024 Q2 | REDUCED | 84 | -431 | -83.7% | 0.00% | $4K | $24.52 |
| 2024 Q1 | REDUCED | 515 | -65,940 | -99.2% | 0.00% | $27K | $24.32 |
| 2022 Q3 | ADDED | 66,455 | +968 | +1.5% | 0.07% | $3.4M | $22.95 |
| 2022 Q2 | ADDED | 65,487 | +37,014 | +130.0% | 0.08% | $3.7M | $24.23 |
| 2022 Q1 | ADDED | 28,473 | +23,377 | +458.7% | 0.03% | $1.7M | $25.80 |
| 2021 Q4 | ADDED | 5,096 | +630 | +14.1% | 0.01% | $320K | $26.62 |
As of 2025 Q4 — sorted by position size