Ownership history in Rede Wealth, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Rede Wealth, LLC reported a position in SCHWAB STRATEGIC TR (SCHR). 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 | 72,734 | +26,109 | +56.0% | 0.63% | $1.8M | $24.92 |
| 2025 Q2 | ADDED | 46,625 | +2,565 | +5.8% | 0.42% | $1.2M | $24.32 |
| 2025 Q1 | ADDED | 44,060 | +8,587 | +24.2% | 0.39% | $1.1M | $23.92 |
| 2024 Q4 | ADDED | 35,473 | +19,177 | +117.7% | 0.33% | $862K | $23.22 |
| 2024 Q3 | ADDED | 16,296 | +11,478 | +238.2% | 0.32% | $825K | $23.89 |
| 2023 Q2 | REDUCED | 4,818 | -483 | -9.1% | 0.11% | $237K | $22.25 |
| 2023 Q1 | REDUCED | 5,301 | -5,645 | -51.6% | 0.14% | $267K | $22.60 |
| 2022 Q4 | REDUCED | 10,946 | -8,532 | -43.8% | 0.29% | $539K | $21.95 |
| 2022 Q3 | REDUCED | 19,478 | -573 | -2.9% | 0.57% | $957K | $21.72 |
| 2022 Q2 | REDUCED | 20,051 | -2,366 | -10.6% | 0.60% | $1.0M | $22.68 |
As of 2025 Q4 — sorted by position size