Ownership history in Rede Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Rede Wealth, LLC reported a position in SCHWAB STRATEGIC TR (SCHA). 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 | 43,430 | -1,319 | -2.9% | 0.43% | $1.2M | $28.48 |
| 2025 Q2 | ADDED | 44,749 | +897 | +2.0% | 0.41% | $1.1M | $25.11 |
| 2025 Q1 | ADDED | 43,852 | +2,020 | +4.8% | 0.36% | $1.0M | $23.17 |
| 2024 Q4 | ADDED | 41,832 | +21,178 | +102.5% | 0.41% | $1.1M | $25.52 |
| 2024 Q3 | REDUCED | 20,654 | -242 | -1.2% | 0.41% | $1.1M | $25.26 |
| 2024 Q2 | ADDED | 20,896 | +669 | +3.3% | 0.91% | $992K | $23.19 |
| 2024 Q1 | ADDED | 20,227 | +4,138 | +25.7% | 0.42% | $996K | $23.98 |
| 2023 Q4 | INITIATED | 16,089 | — | — | 0.36% | $760K | — |
As of 2025 Q4 — sorted by position size