SCHF 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 (SCHF). 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
10.4% (2023 Q2)
Avg. % of fund
7.52%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 598,757 -11,550 -1.9% 6.11% $14.4M $24.04
2025 Q3 REDUCED 610,307 -19,273 -3.1% 6.46% $14.2M $22.63
2025 Q2 REDUCED 629,580 -11,016 -1.7% 6.82% $13.9M $21.49
2025 Q1 REDUCED 640,596 -15,036 -2.3% 6.71% $12.7M $19.10
2024 Q4 ADDED 655,632 +321,582 +96.3% 6.55% $12.1M $17.87
2024 Q3 REDUCED 334,050 -5,250 -1.5% 7.44% $13.7M $19.43
2024 Q2 REDUCED 339,300 -9,728 -2.8% 7.52% $13.0M $18.15
2024 Q1 REDUCED 349,028 -3,323 -0.9% 7.99% $13.6M $18.26
2023 Q4 REDUCED 352,351 -11,136 -3.1% 8.20% $13.0M $17.30
2023 Q3 REDUCED 363,487 -29,391 -7.5% 8.56% $12.3M $15.58
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHF price (monthly, adj. close)
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