Ownership history in Systelligence, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which Systelligence, LLC reported a position in SCHWAB STRATEGIC TR (FNDX). 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 | 352,368 | +242,732 | +221.4% | 1.83% | $9.6M | $27.21 |
| 2025 Q3 | REDUCED | 109,636 | -72,134 | -39.7% | 0.55% | $2.9M | $26.18 |
| 2025 Q2 | REDUCED | 181,770 | -266,830 | -59.5% | 0.82% | $4.5M | $24.33 |
| 2025 Q1 | ADDED | 448,600 | +2,942 | +0.7% | 2.54% | $10.6M | $23.30 |
As of 2025 Q4 — sorted by position size