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
2024 Q4 ADDED 125,288 +63,009 +101.2% 1.74% $3.2M $24.68
2024 Q3 ADDED 62,279 +3,759 +6.4% 1.78% $3.3M $24.97
2024 Q2 REDUCED 58,520 -27,980 -32.3% 1.73% $3.0M $24.23
2024 Q1 REDUCED 86,500 -5,280 -5.8% 2.64% $4.5M $24.33
2023 Q4 ADDED 91,780 +6,720 +7.9% 3.04% $4.8M $24.45
2023 Q3 ADDED 85,060 +63,570 +295.8% 2.92% $4.2M $22.79
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% of Fund (quarterly)    SCMB price (monthly, adj. close)
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