C M Bidwell & Associates Ltd / SCHZ
C M Bidwell & Associates Ltd’s Schwab Strategic Tr Position
Does C M Bidwell & Associates Ltd own Schwab Strategic Tr (SCHZ)? Yes — 133.9K shares worth $3M (+1.45% of its 13F portfolio) as of Q1 2026, up from 114.8K shares the prior filed quarter.
Position Value
$3M
Q1 2026
Shares
133.9K
% of Portfolio
+1.45%
Quarters Held
30
currently held
Position History SCHZ
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 133.9K | $3M | +1.45% |
| Q4 2025 | 114.8K | $3M | +1.27% |
| Q3 2025 | 99.4K | $2M | +1.12% |
| Q2 2025 | 85.9K | $2M | +1.04% |
| Q1 2025 | 79.1K | $2M | +1.10% |
| Q4 2024 | 71.9K | $2M | +0.99% |
| Q3 2024 | 34.7K | $2M | +1.01% |
| Q2 2024 | 29.8K | $1M | +0.91% |
| Q1 2024 | 30.3K | $1M | +0.95% |
| Q4 2023 | 27.1K | $1M | +0.94% |
| Q3 2023 | 25.3K | $1M | +0.85% |
| Q2 2023 | 21.5K | $990,457 | +0.72% |
| Q1 2023 | 20.6K | $965,805 | +0.73% |
| Q4 2022 | 23.7K | $1M | +0.85% |
| Q3 2022 | 31.4K | $1M | +1.18% |
| Q2 2022 | 43.0K | $2M | +1.63% |
| Q1 2022 | 49.4K | $2M | +1.64% |
| Q4 2021 | 50.8K | $3M | +1.68% |
| Q3 2021 | 50.6K | $3M | +1.82% |
| Q2 2021 | 49.1K | $3M | +1.76% |
| Q1 2021 | 44.7K | $2M | +1.76% |
| Q4 2020 | 43.9K | $2M | +2.02% |
| Q3 2020 | 46.5K | $3M | +2.40% |
| Q2 2020 | 42.6K | $2M | +2.19% |
| Q1 2020 | 49.2K | $3M | +2.82% |
| Q4 2019 | 50.3K | $3M | +2.43% |
| Q3 2019 | 33.7K | $2M | +1.79% |
| Q2 2019 | 10.0K | $531,000 | +0.53% |
| Q1 2019 | 8.9K | $463,000 | +0.46% |
| Q4 2018 | 8.8K | $447,000 | +0.48% |
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 SCHZ.