SCHV — SCHWAB STRATEGIC TR

Ownership history in Matthew Goff Investment Advisor, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Matthew Goff Investment Advisor, LLC 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
0.52% (2023 Q1)
Avg. % of fund
0.41%
First filed
2022 Q2
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 78,514 -2,351 -2.9% 0.39% $2.3M $28.95
2025 Q1 ADDED 80,865 +51 +0.1% 0.40% $2.1M $26.16
2024 Q4 ADDED 80,814 +53,723 +198.3% 0.39% $2.1M $25.52
2024 Q3 REDUCED 27,091 -73 -0.3% 0.41% $2.2M $26.07
4 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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