Ownership history in MFA WEALTH ADVISORS, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which MFA WEALTH ADVISORS, LLC reported a position in SCHWAB STRATEGIC TR (FNDF). 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 Q4 | ADDED | 896,932 | +5,967 | +0.7% | 8.57% | $40.6M | $45.21 |
| 2025 Q3 | ADDED | 890,965 | +2,701 | +0.3% | 8.36% | $38.3M | $41.70 |
| 2025 Q2 | REDUCED | 888,264 | -152,308 | -14.6% | 8.34% | $35.5M | $38.85 |
| 2025 Q1 | ADDED | 1,040,572 | +20,438 | +2.0% | 9.31% | $37.6M | $34.89 |
| 2024 Q4 | ADDED | 1,020,134 | +109,913 | +12.1% | 8.67% | $33.9M | $32.06 |
| 2024 Q3 | REDUCED | 910,221 | -21,409 | -2.3% | 7.44% | $34.0M | $35.04 |
| 2024 Q2 | ADDED | 931,630 | +8,567 | +0.9% | 7.13% | $32.6M | $32.85 |
| 2024 Q1 | ADDED | 923,063 | +5,202 | +0.6% | 8.64% | $32.9M | $33.09 |
| 2023 Q4 | ADDED | 917,861 | +17,071 | +1.9% | 8.70% | $31.0M | $31.35 |
| 2023 Q3 | ADDED | 900,790 | +22,078 | +2.5% | 8.86% | $28.5M | $28.74 |
As of 2025 Q4 — sorted by position size