SEC 13F Intelligence

Ground Swell Capital, LLC / SCHP

Ground Swell Capital, LLC’s Schwab Strategic Tr Position

Does Ground Swell Capital, LLC own Schwab Strategic Tr (SCHP)? Not currently — the last reported position was 23.7K shares worth $631,382 in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$631,382
Q2 2025
Shares
23.7K
% of Portfolio
+1.00%
Quarters Held
1
position exited

Position History SCHP

Reported value by quarter
Q2 ’25: $631,382Q2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202523.7K$631,382+1.00%

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 SCHP.