SEC 13F Intelligence

C M Bidwell & Associates Ltd / SCHB

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

Does C M Bidwell & Associates Ltd own Schwab Strategic Tr (SCHB)? Yes126.9K shares worth $3M (+1.49% of its 13F portfolio) as of Q1 2026, down from 127.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
126.9K
% of Portfolio
+1.49%
Quarters Held
30
currently held

Position History SCHB

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026126.9K$3M+1.49%
Q4 2025127.4K$3M+1.58%
Q3 2025127.4K$3M+1.58%
Q2 2025127.4K$3M+1.58%
Q1 2025128.3K$3M+1.66%
Q4 2024128.3K$3M+1.77%
Q3 202442.9K$3M+1.75%
Q2 202453.8K$3M+2.26%
Q1 202453.8K$3M+2.24%
Q4 202354.1K$3M+2.23%
Q3 202354.5K$3M+2.07%
Q2 202355.6K$3M+2.10%
Q1 202355.6K$3M+2.02%
Q4 202255.3K$2M+1.96%
Q3 202251.7K$2M+1.80%
Q2 202250.9K$2M+1.78%
Q1 202251.4K$3M+1.80%
Q4 202125.9K$3M+1.80%
Q3 202125.9K$3M+1.79%
Q2 202126.0K$3M+1.78%
Q1 202130.4K$3M+2.15%
Q4 202030.7K$3M+2.29%
Q3 202030.5K$2M+2.24%
Q2 202032.8K$2M+2.20%
Q1 202032.8K$2M+2.09%
Q4 201934.2K$3M+2.38%
Q3 201934.4K$2M+2.42%
Q2 201934.6K$2M+2.43%
Q1 201934.8K$2M+2.36%
Q4 201835.3K$2M+2.30%

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 SCHB.