SEC 13F Intelligence

Ground Swell Capital, LLC / SCHA

Ground Swell Capital, LLC’s Schwab Strategic Tr Position

Does Ground Swell Capital, LLC own Schwab Strategic Tr (SCHA)? Not currently — the last reported position was 2.9K shares worth $285,000 in Q3 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$285,000
Q3 2021
Shares
2.9K
% of Portfolio
+1.23%
Quarters Held
2
position exited

Position History SCHA

Reported value by quarter
Q4 ’20: $392,000Q4 ’20Q3 ’21: $285,000Q3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20212.9K$285,000+1.23%
Q4 20204.4K$392,000+1.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ground Swell Capital, LLC’s full portfolio or all institutional holders of SCHA.