SEC 13F Intelligence

C M Bidwell & Associates Ltd / SCHX

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

Does C M Bidwell & Associates Ltd own Schwab Strategic Tr (SCHX)? Yes121.5K shares worth $3M (+1.45% of its 13F portfolio) as of Q1 2026, up from 113.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
121.5K
% of Portfolio
+1.45%
Quarters Held
30
currently held

Position History SCHX

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $5MQ4 ’20: $5MQ4 ’20Q1 ’21: $6MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $4MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ4 ’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 2026121.5K$3M+1.45%
Q4 2025113.4K$3M+1.44%
Q3 2025116.3K$3M+1.47%
Q2 2025118.8K$3M+1.51%
Q1 2025126.9K$3M+1.69%
Q4 2024129.7K$3M+1.83%
Q3 202444.8K$3M+1.86%
Q2 202444.0K$3M+1.89%
Q1 202445.0K$3M+1.90%
Q4 202347.1K$3M+1.97%
Q3 202347.8K$2M+1.84%
Q2 202346.6K$2M+1.78%
Q1 202346.8K$2M+1.72%
Q4 202251.5K$2M+1.83%
Q3 202247.0K$2M+1.65%
Q2 202246.0K$2M+1.62%
Q1 202246.5K$3M+1.64%
Q4 202130.9K$4M+2.16%
Q3 202131.3K$3M+2.16%
Q2 202132.2K$3M+2.19%
Q1 202165.8K$6M+4.62%
Q4 202059.8K$5M+4.46%
Q3 202056.5K$5M+4.19%
Q2 202058.5K$4M+3.95%
Q1 202064.1K$4M+4.14%
Q4 201965.4K$5M+4.54%
Q3 201932.1K$2M+2.25%
Q2 201931.7K$2M+2.22%
Q1 201934.4K$2M+2.32%
Q4 201827.1K$2M+1.76%

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 SCHX.