SCHR — SCHWAB STRATEGIC TR

Ownership history in SYM FINANCIAL Corp  ·  24 quarters on record

This page tracks every 13F SEC filing in which SYM FINANCIAL Corp 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.

Peak position
0.46% (2024 Q3)
Avg. % of fund
0.27%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 153,907 +1,215 +0.8% 0.40% $3.9M $24.92
2025 Q3 REDUCED 152,692 -10,968 -6.7% 0.41% $3.8M $24.66
2025 Q2 ADDED 163,660 +36,074 +28.3% 0.46% $4.1M $24.32
2025 Q1 REDUCED 127,586 -8,691 -6.4% 0.39% $3.2M $23.92
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHR price (monthly, adj. close)

Other funds also holding SCHR

As of 2025 Q4 — sorted by position size

Cornerstone Wealth Advisors, Inc. 3Y 21.95% HC Advisors, LLC 3Y 14.88% Hapanowicz & Associates Financial Services, Inc 3Y 7Y 13.13% Pacific Sage Partners, LLC 3Y 12.61% Beacon Wealthcare LLC 3Y 11.59% Crane Advisory, LLC 3Y 10.55% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 10.35% Downshift Financial, LLC 8.42% Blake Schutter Theil Wealth Advisors, LLC 7.28% FLC Capital Advisors 3Y 7Y 7.15%
← Back to SYM FINANCIAL Corp Holdings