Lokken Investment Group LLC / SCHB
Lokken Investment Group LLC’s Schwab Strategic Tr Position
Does Lokken Investment Group LLC own Schwab Strategic Tr (SCHB)? Yes — 132.6K shares worth $3M (+1.17% of its 13F portfolio) as of Q3 2025, up from 132.6K shares the prior filed quarter.
Position Value
$3M
Q3 2025
Shares
132.6K
% of Portfolio
+1.17%
Quarters Held
20
currently held
Position History SCHB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 132.6K | $3M | +1.17% |
| Q2 2025 | 132.6K | $3M | +1.22% |
| Q1 2025 | 132.6K | $3M | +1.20% |
| Q4 2024 | 133.2K | $3M | +1.31% |
| Q3 2024 | 44.7K | $3M | +1.24% |
| Q2 2024 | 41.2K | $3M | +1.22% |
| Q1 2024 | 41.5K | $3M | +1.26% |
| Q4 2023 | 37.7K | $2M | +1.19% |
| Q3 2023 | 37.7K | $2M | +1.23% |
| Q2 2023 | 31.6K | $2M | +1.07% |
| Q1 2023 | 23.9K | $1M | +0.87% |
| Q4 2022 | 17.2K | $772,621 | +0.61% |
| Q3 2022 | 41.5K | $2M | +1.50% |
| Q2 2022 | 41.5K | $2M | +1.49% |
| Q1 2022 | 19.2K | $933,000 | +0.74% |
| Q4 2021 | 9.4K | $1M | +0.76% |
| Q3 2021 | 9.5K | $984,000 | +0.78% |
| Q2 2021 | 9.1K | $950,000 | +0.77% |
| Q1 2021 | 7.3K | $701,000 | +0.62% |
| Q4 2020 | 6.9K | $628,000 | +0.57% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lokken Investment Group LLC’s full portfolio or all institutional holders of SCHB.