SCHY SCHWAB STRATEGIC TR

Ownership history in MYECFO, LLC  ·  12 quarters on record

AI Ownership Summary

MYECFO, LLC reported SCHWAB STRATEGIC TR (SCHY) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.37% in 2026 Q1. The latest visible filing shows SCHY at 0.37% 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 SCHY 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
2026 Q1

SCHY was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 SCHY — position size vs. price
% of Fund (quarterly)    SCHY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 27,746 +2,100 +8.2% 0.37% $878K 2026-04-08 $32.63
2025 Q4 REDUCED 25,646 -189 -0.7% 0.32% $765K 2026-01-12 $30.02
2025 Q3 ADDED 25,835 +3,196 +14.1% 0.33% $722K 2025-10-10 $27.32
2025 Q2 REDUCED 22,639 -1,620 -6.7% 0.30% $619K 2025-07-11 $26.75
2025 Q1 ADDED 24,259 +3,287 +15.7% 0.33% $616K 2025-04-08 $22.27
2024 Q4 ADDED 20,972 +300 +1.5% 0.26% $485K 2025-01-14 $22.02
2024 Q3 ADDED 20,672 +2,460 +13.5% 0.29% $541K 2024-10-07 $24.12
2024 Q2 REDUCED 18,212 -40 -0.2% 0.25% $429K 2024-07-09 $22.42
2024 Q1 REDUCED 18,252 -222 -1.2% 0.26% $443K 2024-04-18 $21.45
2023 Q4 ADDED 18,474 +659 +3.7% 0.29% $454K 2024-01-16 $22.18
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MYECFO, LLC and SCHY

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 SCHY?

MYECFO, LLC reported SCHY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for SCHY was 0.37% in 2026 Q1.

What is the latest reported SCHY position on this page?

The most recent filing on this page is 2026 Q1, when MYECFO, LLC reported 27,746 shares, equal to 0.37% of portfolio, with an estimated market value of $878K.

What does the chart on this SCHY ownership page compare?

The chart compares MYECFO, LLC's quarterly SCHY 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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