Ownership history in MONEYWISE, INC. · 36 quarters on record
This page tracks every 13F SEC filing in which MONEYWISE, INC. reported a position in SCHWAB STRATEGIC TR (SCHA). 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 | REDUCED | 105,777 | -31,633 | -23.0% | 1.25% | $3.0M | $28.48 |
| 2025 Q3 | ADDED | 137,410 | +965 | +0.7% | 1.73% | $3.8M | $27.77 |
| 2025 Q2 | REDUCED | 136,445 | -18,591 | -12.0% | 1.62% | $3.5M | $25.11 |
| 2025 Q1 | REDUCED | 155,036 | -22,154 | -12.5% | 1.92% | $3.6M | $23.17 |
| 2024 Q4 | ADDED | 177,190 | +54,907 | +44.9% | 2.30% | $4.6M | $25.52 |
| 2024 Q3 | REDUCED | 122,283 | -77,918 | -38.9% | 3.10% | $6.3M | $25.26 |
| 2024 Q2 | REDUCED | 200,201 | -55,429 | -21.7% | 5.03% | $9.5M | $23.19 |
| 2024 Q1 | REDUCED | 255,630 | -57,390 | -18.3% | 6.84% | $12.6M | $23.98 |
| 2023 Q4 | REDUCED | 313,020 | -42,197 | -11.9% | 8.49% | $14.8M | $22.96 |
| 2023 Q3 | REDUCED | 355,217 | -32,888 | -8.5% | 9.23% | $14.7M | $20.02 |
As of 2025 Q4 — sorted by position size