SCHV SCHWAB STRATEGIC TR

Ownership history in MYECFO, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which MYECFO, LLC reported a position in SCHWAB STRATEGIC TR (SCHV). 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
0.97% (2025 Q1)
Avg. % of fund
0.65%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 72,940 +3,740 +5.4% 0.92% $2.2M $29.61
2025 Q3 REDUCED 69,200 -440 -0.6% 0.92% $2.0M $28.95
2025 Q2 ADDED 69,640 +840 +1.2% 0.95% $1.9M $27.38
2025 Q1 ADDED 68,800 +18,681 +37.3% 0.97% $1.8M $26.16
2024 Q4 ADDED 50,119 +38,086 +316.5% 0.71% $1.3M $25.52
2024 Q3 ADDED 12,033 +3,330 +38.3% 0.52% $968K $26.07
2024 Q2 ADDED 8,703 +500 +6.1% 0.37% $645K $23.90
2024 Q1 ADDED 8,203 +5,110 +165.2% 0.37% $623K $24.37
2023 Q4 INITIATED 3,093 0.14% $229K
% of Fund (quarterly)    SCHV price (monthly, adj. close)
← Back to MYECFO, LLC Holdings