SCYB — SCHWAB STRATEGIC TR

Ownership history in WJ Interests, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which WJ Interests, LLC reported a position in SCHWAB STRATEGIC TR (SCYB). 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.

Peak position
0.14% (2025 Q1)
Avg. % of fund
0.13%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 11,215 — 0% 0.13% $296K $26.12
2025 Q3 UNCHANGED 11,215 — 0% 0.12% $300K $25.84
2025 Q2 UNCHANGED 11,215 — 0% 0.13% $298K $25.21
2025 Q1 INITIATED 11,215 — — 0.14% $293K $24.36
% of Fund (quarterly)    SCYB price (monthly, adj. close)

Other funds also holding SCYB

As of 2025 Q4 — sorted by position size

DAHRING | CUSMANO LLC 5.94% Strategic Financial Planning, Inc. 3Y 3.57% L2 Asset Management, LLC 3Y 0.81% Charles Schwab Trust Co 3Y 0.76% Solutions 4 Wealth, Ltd 0.53% FF Advisors,LLC 0.51% Windsor Advisory Group, LLC 0.51% OMNI 360 Wealth, Inc. 0.36% Clearview Wealth Advisors LLC 3Y 0.3% JT Stratford LLC 3Y 7Y 0.3%
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