SCHB SCHWAB STRATEGIC TR

Ownership history in MYECFO, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which MYECFO, LLC reported a position in SCHWAB STRATEGIC TR (SCHB). 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
28.28% (2025 Q3)
Avg. % of fund
26.61%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,481,049 +63,496 +2.6% 27.62% $65.1M $26.23
2025 Q3 ADDED 2,417,553 +18,517 +0.8% 28.28% $62.2M $25.63
2025 Q2 ADDED 2,399,036 +30,801 +1.3% 28.04% $57.2M $23.69
2025 Q1 ADDED 2,368,235 +97,986 +4.3% 26.99% $51.0M $21.34
2024 Q4 ADDED 2,270,249 +1,529,275 +206.4% 27.82% $51.5M $22.43
2024 Q3 REDUCED 740,974 -14,351 -1.9% 26.71% $49.3M $21.83
2024 Q2 ADDED 755,325 +2,300 +0.3% 27.39% $47.5M $20.57
2024 Q1 ADDED 753,025 +32,410 +4.5% 26.97% $46.0M $19.91
2023 Q4 ADDED 720,615 +30,500 +4.4% 25.28% $40.1M $18.10
2023 Q3 ADDED 690,115 +48,372 +7.5% 23.90% $34.5M $16.14
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHB price (monthly, adj. close)
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