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 (SCHH). 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 | 260,338 | +2,034 | +0.8% | 2.22% | $5.4M | $20.89 |
| 2025 Q3 | ADDED | 258,304 | +2,697 | +1.1% | 2.56% | $5.6M | $21.34 |
| 2025 Q2 | ADDED | 255,607 | +696 | +0.3% | 3.02% | $5.4M | $20.78 |
| 2025 Q1 | ADDED | 254,911 | +3,585 | +1.4% | 3.39% | $5.5M | $20.97 |
| 2024 Q4 | ADDED | 251,326 | +16,996 | +7.3% | 3.38% | $5.3M | $20.44 |
| 2024 Q3 | ADDED | 234,330 | +951 | +0.4% | 3.55% | $5.4M | $22.24 |
| 2024 Q2 | UNCHANGED | 233,379 | — | 0% | 3.50% | $4.7M | $19.06 |
| 2024 Q1 | INITIATED | 233,379 | — | — | 3.50% | $4.7M | — |
As of 2025 Q4 — sorted by position size