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 (SCHD). 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 | 89,185 | +2,258 | +2.6% | 1.04% | $2.4M | $27.43 |
| 2025 Q3 | ADDED | 86,927 | +1,936 | +2.3% | 1.08% | $2.4M | $27.02 |
| 2025 Q2 | ADDED | 84,991 | +572 | +0.7% | 1.10% | $2.3M | $25.98 |
| 2025 Q1 | ADDED | 84,419 | +4,741 | +6.0% | 1.25% | $2.4M | $27.15 |
| 2024 Q4 | ADDED | 79,678 | +53,485 | +204.2% | 1.17% | $2.2M | $26.29 |
| 2024 Q3 | ADDED | 26,193 | +1,427 | +5.8% | 1.20% | $2.2M | $26.86 |
| 2024 Q2 | ADDED | 24,766 | +1,304 | +5.6% | 1.11% | $1.9M | $24.49 |
| 2024 Q1 | REDUCED | 23,462 | -582 | -2.4% | 1.11% | $1.9M | $25.13 |
| 2023 Q4 | ADDED | 24,044 | +248 | +1.0% | 1.15% | $1.8M | $23.54 |
| 2023 Q3 | ADDED | 23,796 | +4,404 | +22.7% | 1.19% | $1.7M | $21.66 |
As of 2025 Q4 — sorted by position size