SCHV — SCHWAB STRATEGIC TR

Ownership history in McCarthy & Cox  ·  2 quarters on record

This page tracks every 13F SEC filing in which McCarthy & Cox 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
0.14% (2025 Q2)
Avg. % of fund
0.14%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 20,747 +912 +4.6% 0.14% $604K $28.95
2025 Q2 INITIATED 19,835 — — 0.14% $549K $27.38
% 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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