Ownership history in VIAWEALTH, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which VIAWEALTH, LLC reported a position in SCHWAB STRATEGIC TR (SCHD). 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 | REDUCED | 67,266 | -2,085 | -3.0% | 1.04% | $1.8M | $27.43 |
| 2025 Q3 | REDUCED | 69,351 | -13,561 | -16.4% | 1.03% | $1.9M | $27.02 |
| 2025 Q2 | REDUCED | 82,912 | -27,299 | -24.8% | 1.30% | $2.2M | $25.98 |
| 2025 Q1 | ADDED | 110,211 | +18,706 | +20.4% | 1.90% | $3.1M | $27.15 |
As of 2025 Q4 — sorted by position size