SCHG — SCHWAB STRATEGIC TR

Ownership history in TNF LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which TNF LLC reported a position in SCHWAB STRATEGIC TR (SCHG). 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
0.09% (2023 Q4)
Avg. % of fund
0.09%
First filed
2023 Q4
Last filed
2024 Q2
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 REDUCED 2,142 -527 -19.7% 0.08% $211K $25.06
2023 Q4 INITIATED 2,669 — — 0.09% $233K —
% of Fund (quarterly)    SCHG price (monthly, adj. close)

Other funds also holding SCHG

As of 2025 Q4 — sorted by position size

HRC WEALTH MANAGEMENT, LLC 35.12% Northern Capital Management, Inc. 3Y 30.05% Thrive Wealth Management, LLC 3Y 23.59% Marquette Asset Management, LLC 3Y 7Y 20.44% CDKV HOLDINGS LLC 19.22% BURKETT FINANCIAL SERVICES, LLC 17.81% VISIONARY HORIZONS, LLC 17.73% Triton Wealth Management, PLLC 3Y 17.62% Richardson Capital Management LLC 16.69% RAINEY & RANDALL WEALTH ADVISORS INC. 3Y 7Y 16.48%
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