SCMB — 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 (SCMB). 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
3.04% (2023 Q4)
Avg. % of fund
2.0%
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 172,440 +22,740 +15.2% 1.89% $4.4M $25.61
2025 Q3 ADDED 149,700 +4,540 +3.1% 1.74% $3.8M $25.17
2025 Q2 ADDED 145,160 +12,400 +9.3% 1.79% $3.7M $24.52
2025 Q1 ADDED 132,760 +7,472 +6.0% 1.78% $3.4M $24.53
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCMB price (monthly, adj. close)

Other funds also holding SCMB

As of 2025 Q4 — sorted by position size

Fort Point Capital Partners LLC 3Y 7Y 2.22% Charles Schwab Trust Co 3Y 1.55% Avidian Wealth Enterprises, LLC 3Y 7Y 1.41% Torrey Growth & Income Advisors 1.01% PURE PORTFOLIOS HOLDINGS LLC 0.95% Pallas Capital Advisors LLC 3Y 0.76% O'ROURKE & COMPANY, Inc 3Y 0.74% Breakwater Investment Management 0.63% Investment Planning Advisors, Inc. 0.62% CGN Advisors LLC 3Y 0.6%
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