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.
| 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 |
| 2024 Q4 | ADDED | 136,277 | +68,175 | +100.1% | 0.43% | $3.3M | $23.22 |
| 2024 Q3 | ADDED | 68,102 | +10,810 | +18.9% | 0.46% | $3.4M | $23.89 |
| 2024 Q2 | ADDED | 57,292 | +380 | +0.7% | 0.45% | $2.8M | $22.81 |
| 2024 Q1 | ADDED | 56,912 | +8,012 | +16.4% | 0.46% | $2.8M | $22.72 |
| 2023 Q4 | ADDED | 48,900 | +17,278 | +54.6% | 0.39% | $2.4M | $22.89 |
| 2023 Q3 | ADDED | 31,622 | +15,109 | +91.5% | 0.27% | $1.5M | $21.82 |
As of 2025 Q4 — sorted by position size