SCHZ SCHWAB STRATEGIC TR

Ownership history in TNF LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which TNF LLC reported a position in SCHWAB STRATEGIC TR (SCHZ). 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
3.59% (2023 Q1)
Avg. % of fund
2.73%
First filed
2022 Q1
Last filed
2024 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 226,457 +90,064 +66.0% 1.89% $5.2M $22.36
2024 Q2 ADDED 136,393 +4,643 +3.5% 2.30% $6.3M $21.24
2024 Q1 ADDED 131,750 +598 +0.5% 2.34% $5.9M $21.22
2023 Q4 REDUCED 131,152 -14,746 -10.1% 2.41% $6.1M $21.37
2023 Q3 REDUCED 145,898 -22,580 -13.4% 2.92% $6.3M $20.03
2023 Q2 REDUCED 168,478 -1,054 -0.6% 3.39% $7.8M $20.73
2023 Q1 ADDED 169,532 +29,570 +21.1% 3.59% $8.0M $20.90
2022 Q4 ADDED 139,962 +21,993 +18.6% 2.97% $6.5M $20.24
2022 Q3 ADDED 117,969 +2,559 +2.2% 2.71% $5.3M $19.90
2022 Q2 REDUCED 115,410 -13,449 -10.4% 2.68% $5.6M $20.90
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHZ price (monthly, adj. close)
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