Ownership history in NDVR, Inc. · 7 quarters on record
This page tracks every 13F SEC filing in which NDVR, Inc. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 32,682 | -726 | -2.2% | 0.65% | $786K | $24.04 |
| 2025 Q3 | REDUCED | 33,408 | -328 | -1.0% | 0.65% | $778K | $22.63 |
| 2025 Q2 | REDUCED | 33,736 | -1,561 | -4.4% | 0.70% | $746K | $21.49 |
| 2025 Q1 | REDUCED | 35,297 | -1,323 | -3.6% | 0.71% | $698K | $19.10 |
| 2024 Q4 | ADDED | 36,620 | +18,308 | +100.0% | 0.65% | $677K | $17.87 |
| 2024 Q3 | ADDED | 18,312 | +673 | +3.8% | 0.78% | $757K | $19.43 |
| 2024 Q2 | INITIATED | 17,639 | — | — | 0.71% | $678K | — |
As of 2025 Q4 — sorted by position size