SEC 13F Intelligence

Stuart Chaussee & Associates, Inc. / SCHV

Stuart Chaussee & Associates, Inc.’s Schwab Strategic Tr Position

Does Stuart Chaussee & Associates, Inc. own Schwab Strategic Tr (SCHV)? Not currently — the last reported position was 133.1K shares worth $10M in Q4 2021; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$10M
Q4 2021
Shares
133.1K
% of Portfolio
+4.19%
Quarters Held
3
position exited

Position History SCHV

Reported value by quarter
Q4 ’19: $20,000Q4 ’19Q2 ’21: $20MQ2 ’21Q4 ’21: $10MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2021133.1K$10M+4.19%
Q2 2021292.9K$20M+8.85%
Q4 2019333$20,000+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stuart Chaussee & Associates, Inc.’s full portfolio or all institutional holders of SCHV.