SEC 13F Intelligence

Tap Consulting, LLC / SCHZ

Tap Consulting, LLC’s Schwab Strategic Tr Position

Does Tap Consulting, LLC own Schwab Strategic Tr (SCHZ)? Not currently — the last reported position was 226.0K shares worth $11M in Q1 2022; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$11M
Q1 2022
Shares
226.0K
% of Portfolio
+3.00%
Quarters Held
11
position exited

Position History SCHZ

Reported value by quarter
Q3 ’19: $3MQ3 ’19Q4 ’19: $3MQ1 ’20: $3MQ1 ’20Q2 ’20: $9MQ3 ’20: $13MQ3 ’20Q4 ’20: $15MQ1 ’21: $20MQ1 ’21Q2 ’21: $16MQ3 ’21: $17MQ3 ’21Q4 ’21: $17MQ1 ’22: $11MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2022226.0K$11M+3.00%
Q4 2021306.8K$17M+3.77%
Q3 2021316.8K$17M+4.61%
Q2 2021300.6K$16M+4.61%
Q1 2021363.2K$20M+6.08%
Q4 2020275.4K$15M+5.56%
Q3 2020237.6K$13M+5.24%
Q2 2020165.2K$9M+4.57%
Q1 202060.5K$3M+2.21%
Q4 201958.5K$3M+1.74%
Q3 201954.3K$3M+1.72%

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