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 |
| 2024 Q4 | ADDED | 91,505 | +64,048 | +233.3% | 1.51% | $2.5M | $26.29 |
| 2024 Q3 | ADDED | 27,457 | +1,031 | +3.9% | 1.35% | $2.3M | $26.86 |
| 2024 Q2 | ADDED | 26,426 | +87 | +0.3% | 1.27% | $2.1M | $24.49 |
| 2024 Q1 | ADDED | 26,339 | +1,374 | +5.5% | 1.33% | $2.1M | $25.13 |
| 2023 Q4 | ADDED | 24,965 | +2,653 | +11.9% | 1.31% | $1.9M | $23.54 |
| 2023 Q3 | ADDED | 22,312 | +14,651 | +191.2% | 1.16% | $1.6M | $21.66 |
As of 2025 Q4 — sorted by position size