Ownership history in MilWealth Group LLC · 11 quarters on record
This page tracks every 13F SEC filing in which MilWealth Group LLC reported a position in SCHWAB STRATEGIC TR (SCHR). 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 | UNCHANGED | 77,302 | — | 0% | 0.46% | $1.9M | $24.92 |
| 2025 Q3 | UNCHANGED | 77,302 | — | 0% | 0.47% | $1.9M | $24.66 |
| 2025 Q2 | REDUCED | 77,302 | -2,271 | -2.9% | 0.50% | $1.9M | $24.32 |
| 2025 Q1 | REDUCED | 79,573 | -3,311 | -4.0% | 0.54% | $2.0M | $23.92 |
| 2024 Q4 | ADDED | 82,884 | +43,097 | +108.3% | 0.55% | $2.0M | $23.22 |
| 2024 Q3 | UNCHANGED | 39,787 | — | 0% | 0.59% | $2.0M | $23.89 |
| 2024 Q2 | ADDED | 39,787 | +1 | +0.0% | 0.61% | $1.9M | $22.81 |
| 2024 Q1 | UNCHANGED | 39,786 | — | 0% | 0.62% | $2.0M | $22.72 |
| 2023 Q4 | ADDED | 39,786 | +38,322 | +2617.6% | 0.66% | $2.0M | $22.89 |
| 2023 Q3 | ADDED | 1,464 | +61 | +4.3% | 0.03% | $70K | $21.82 |
As of 2025 Q4 — sorted by position size