SCHP SCHWAB STRATEGIC TR

Ownership history in Veracity Capital LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Veracity Capital LLC reported a position in SCHWAB STRATEGIC TR (SCHP). 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
0.59% (2025 Q1)
Avg. % of fund
0.44%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 75,480 +10,527 +16.2% 0.59% $2.0M $26.49
2025 Q3 ADDED 64,953 +3,755 +6.1% 0.56% $1.8M $26.51
2025 Q2 ADDED 61,198 +4,663 +8.2% 0.56% $1.6M $25.96
2025 Q1 ADDED 56,535 +15,410 +37.5% 0.59% $1.5M $25.84
2024 Q4 ADDED 41,125 +21,444 +109.0% 0.38% $1.1M $24.81
2024 Q3 ADDED 19,681 +985 +5.3% 0.40% $1.1M $25.54
2024 Q2 ADDED 18,696 +682 +3.8% 0.40% $972K $24.52
2024 Q1 ADDED 18,014 +656 +3.8% 0.36% $940K $24.32
2023 Q4 ADDED 17,358 +843 +5.1% 0.36% $906K $24.34
2023 Q3 UNCHANGED 16,515 0% 0.39% $834K $23.26
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHP price (monthly, adj. close)
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