SEC 13F Intelligence

C M Bidwell & Associates Ltd / SCHA

C M Bidwell & Associates Ltd’s Schwab Strategic Tr Position

Does C M Bidwell & Associates Ltd own Schwab Strategic Tr (SCHA)? Yes — 96.4K shares worth $3M (+1.31% of its 13F portfolio) as of Q1 2026, down from 96.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
96.4K
% of Portfolio
+1.31%
Quarters Held
30
currently held

Position History SCHA

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $1MQ2 ’22: $1MQ3 ’22: $1MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202696.4K$3M+1.31%
Q4 202596.8K$3M+1.30%
Q3 202598.7K$3M+1.32%
Q2 202596.7K$2M+1.27%
Q1 202592.0K$2M+1.30%
Q4 202482.2K$2M+1.29%
Q3 202441.1K$2M+1.29%
Q2 202441.4K$2M+1.31%
Q1 202441.3K$2M+1.38%
Q4 202342.4K$2M+1.49%
Q3 202340.8K$2M+1.29%
Q2 202341.2K$2M+1.32%
Q1 202342.4K$2M+1.35%
Q4 202255.9K$2M+1.79%
Q3 202234.3K$1M+1.08%
Q2 202237.4K$1M+1.15%
Q1 202231.6K$1M+0.98%
Q4 202116.6K$2M+1.04%
Q3 202116.7K$2M+1.11%
Q2 202117.0K$2M+1.16%
Q1 202136.6K$4M+2.67%
Q4 202036.7K$3M+2.68%
Q3 202036.4K$2M+2.29%
Q2 202036.0K$2M+2.15%
Q1 202035.4K$2M+1.92%
Q4 201937.8K$3M+2.59%
Q3 201936.1K$3M+2.49%
Q2 201935.2K$3M+2.50%
Q1 201934.7K$2M+2.42%
Q4 201834.8K$2M+2.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See C M Bidwell & Associates Ltd’s full portfolio or all institutional holders of SCHA.