Ownership history in Navalign, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Navalign, LLC reported a position in SCHWAB STRATEGIC TR (SCHD). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 290,702 | +18,127 | +6.7% | 1.96% | $8.0M | $27.43 |
| 2025 Q3 | ADDED | 272,575 | +5,867 | +2.2% | 1.96% | $7.4M | $27.02 |
| 2025 Q2 | ADDED | 266,708 | +11,014 | +4.3% | 1.95% | $7.1M | $25.98 |
| 2025 Q1 | REDUCED | 255,694 | -6,542 | -2.5% | 2.04% | $7.1M | $27.15 |
| 2024 Q4 | ADDED | 262,236 | +180,107 | +219.3% | 2.11% | $7.2M | $26.29 |
| 2024 Q3 | INITIATED | 82,129 | — | — | 2.04% | $6.9M | $26.86 |
As of 2025 Q4 — sorted by position size