Ownership history in WealthCollab, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which WealthCollab, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 139,358 | +15,794 | +12.8% | 1.51% | $3.7M | $26.49 |
| 2025 Q3 | ADDED | 123,564 | +13,177 | +11.9% | 1.53% | $3.3M | $26.51 |
| 2025 Q2 | ADDED | 110,387 | +6,231 | +6.0% | 1.65% | $2.9M | $25.96 |
| 2025 Q1 | ADDED | 104,156 | +9,510 | +10.0% | 1.73% | $2.8M | $25.84 |
| 2024 Q4 | ADDED | 94,646 | +56,419 | +147.6% | 1.56% | $2.4M | $24.81 |
| 2024 Q3 | ADDED | 38,227 | +7,114 | +22.9% | 1.34% | $2.1M | $25.54 |
| 2024 Q2 | UNCHANGED | 31,113 | — | 0% | 1.20% | $1.6M | $24.52 |
| 2024 Q1 | INITIATED | 31,113 | — | — | 1.20% | $1.6M | — |
As of 2025 Q4 — sorted by position size