Donoghue Forlines LLC’s Schwab Strategic Tr Position
Does Donoghue Forlines LLC own Schwab Strategic Tr (SCHO)? Not currently — the last reported position was 93.7K shares worth $5M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$5M
Q2 2023
Shares
93.7K
% of Portfolio
+1.41%
Quarters Held
13
position exited
Position History SCHO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2023 | 93.7K | $5M | +1.41% |
| Q1 2023 | 197.5K | $10M | +3.47% |
| Q4 2022 | 109.9K | $5M | +1.87% |
| Q3 2022 | 418.3K | $20M | +7.29% |
| Q2 2022 | 276.9K | $14M | +3.56% |
| Q1 2022 | 195.3K | $10M | +2.10% |
| Q1 2021 | 197.6K | $10M | +1.97% |
| Q3 2020 | 85.5K | $4M | +1.21% |
| Q2 2020 | 449.0K | $23M | +6.05% |
| Q1 2020 | 906.9K | $47M | +10.58% |
| Q3 2019 | 60.9K | $3M | +0.44% |
| Q2 2019 | 64.6K | $3M | +0.38% |
| Q1 2019 | 2.23M | $112M | +11.13% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Donoghue Forlines LLC’s full portfolio or all institutional holders of SCHO.