SCHE SCHWAB STRATEGIC TR

Ownership history in MYECFO, LLC  ·  11 quarters on record

AI Ownership Summary

MYECFO, LLC reported SCHWAB STRATEGIC TR (SCHE) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.22% in 2023 Q3. The latest visible filing shows SCHE at 1.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MYECFO, LLC's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SCHE was reported at 1.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.22% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MYECFO, LLC held SCHE — position size vs. price
% of Fund (quarterly)    SCHE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 109,901 -8 -0.0% 1.53% $3.6M 2026-02-14 (Est.) $35.20
2025 Q3 REDUCED 109,909 -4,521 -4.0% 1.67% $3.7M 2025-10-10 $31.48
2025 Q2 REDUCED 114,430 -930 -0.8% 1.69% $3.4M 2025-07-11 $29.37
2025 Q1 ADDED 115,360 +516 +0.4% 1.68% $3.2M 2025-04-08 $23.69
2024 Q4 REDUCED 114,844 -817 -0.7% 1.65% $3.1M 2025-01-14 $25.36
2024 Q3 REDUCED 115,661 -3,335 -2.8% 1.83% $3.4M 2024-10-07 $28.57
2024 Q2 REDUCED 118,996 -4,980 -4.0% 1.82% $3.2M 2024-07-09 $25.74
2024 Q1 REDUCED 123,976 -3,645 -2.9% 1.84% $3.1M 2024-04-18 $23.39
2023 Q4 REDUCED 127,621 -6,370 -4.8% 1.99% $3.2M 2024-01-16 $22.45
2023 Q3 REDUCED 133,991 -10,970 -7.6% 2.22% $3.2M 2023-10-26 $21.02
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MYECFO, LLC and SCHE

These are the practical questions this page is built to answer before you even open the full history table.

How long has MYECFO, LLC reported owning SCHE?

MYECFO, LLC reported SCHE across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SCHE position in MYECFO, LLC's portfolio?

The largest reported portfolio weight for SCHE was 2.22% in 2023 Q3.

What is the latest reported SCHE position on this page?

The most recent filing on this page is 2025 Q4, when MYECFO, LLC reported 109,901 shares, equal to 1.53% of portfolio, with an estimated market value of $3.6M.

What does the chart on this SCHE ownership page compare?

The chart compares MYECFO, LLC's quarterly SCHE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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