SCHB SCHWAB STRATEGIC TR

Ownership history in Strid Group, LLC  ·  37 quarters on record

This page tracks every 13F SEC filing in which Strid Group, LLC reported a position in SCHWAB STRATEGIC TR (SCHB). 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
30.23% (2024 Q4)
Avg. % of fund
26.24%
First filed
2016 Q3
Last filed
2025 Q4
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 8,716,818 +617 +0.0% 28.46% $228.6M $26.23
2025 Q3 ADDED 8,716,201 +57,964 +0.7% 28.48% $224.1M $25.63
2025 Q2 ADDED 8,658,237 +43,935 +0.5% 29.01% $206.3M $23.69
2025 Q1 ADDED 8,614,302 +84,076 +1.0% 28.80% $185.5M $21.34
2024 Q4 ADDED 8,530,226 +5,666,068 +197.8% 30.23% $193.6M $22.43
2024 Q3 ADDED 2,864,158 +111,281 +4.0% 28.97% $190.5M $21.83
2024 Q2 ADDED 2,752,877 +195,347 +7.6% 28.62% $173.1M $20.57
2024 Q1 ADDED 2,557,530 +103,234 +4.2% 28.07% $156.1M $19.91
2023 Q4 ADDED 2,454,296 +2,245 +0.1% 27.61% $136.6M $18.10
2023 Q3 ADDED 2,452,051 +6,933 +0.3% 25.55% $122.2M $16.14
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHB price (monthly, adj. close)
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