Ownership history in Whitcomb & Hess, Inc. · 19 quarters on record
This page tracks every 13F SEC filing in which Whitcomb & Hess, Inc. reported a position in SCHWAB STRATEGIC TR (SCHF). 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 | 111,429 | +4,702 | +4.4% | 0.65% | $2.8M | $24.04 |
| 2025 Q3 | ADDED | 106,727 | +1,761 | +1.7% | 0.64% | $2.5M | $22.63 |
| 2025 Q2 | ADDED | 104,966 | +2,641 | +2.6% | 0.65% | $2.3M | $21.49 |
| 2025 Q1 | ADDED | 102,325 | +2,672 | +2.7% | 0.61% | $2.0M | $19.10 |
| 2024 Q4 | ADDED | 99,653 | +53,007 | +113.6% | 0.57% | $1.8M | $17.87 |
| 2024 Q3 | REDUCED | 46,646 | -4,904 | -9.5% | 0.57% | $1.9M | $19.43 |
| 2024 Q2 | UNCHANGED | 51,550 | — | 0% | 0.62% | $2.0M | $18.15 |
| 2024 Q1 | REDUCED | 51,550 | -1,862 | -3.5% | 0.65% | $2.0M | $18.26 |
| 2023 Q4 | ADDED | 53,412 | +2,959 | +5.9% | 0.68% | $2.0M | $17.30 |
| 2023 Q3 | REDUCED | 50,453 | -1,172 | -2.3% | 0.64% | $1.7M | $15.58 |
As of 2025 Q4 — sorted by position size