Ownership history in McCarthy & Cox · 7 quarters on record
This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in SCHWAB STRATEGIC TR (SCHG). 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 | ADDED | 73,453 | +2,598 | +3.7% | 0.53% | $2.3M | $31.88 |
| 2025 Q2 | ADDED | 70,855 | +60,052 | +555.9% | 0.54% | $2.1M | $29.15 |
| 2025 Q1 | REDUCED | 10,803 | -262 | -2.4% | 0.12% | $271K | $24.97 |
| 2024 Q4 | ADDED | 11,065 | +8,299 | +300.0% | 0.11% | $308K | $27.76 |
As of 2025 Q4 — sorted by position size