SEC 13F Intelligence

Vanderpol Investments L.L.C. / SCHO

Vanderpol Investments L.L.C.’s Schwab Strategic Tr Position

Does Vanderpol Investments L.L.C. own Schwab Strategic Tr (SCHO)? Yes — 30.9K shares worth $753,277 (+1.31% of its 13F portfolio) as of Q4 2025, up from 26.1K shares the prior filed quarter.

Position Value
$753,277
Q4 2025
Shares
30.9K
% of Portfolio
+1.31%
Quarters Held
8
currently held

Position History SCHO

Reported value by quarter
Q1 ’24: $220,416Q1 ’24Q2 ’24: $253,453Q2 ’24Q3 ’24: $622,340Q3 ’24Q4 ’24: $573,663Q4 ’24Q1 ’25: $592,484Q1 ’25Q2 ’25: $589,508Q2 ’25Q3 ’25: $637,949Q3 ’25Q4 ’25: $753,277Q4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202530.9K$753,277+1.31%
Q3 202526.1K$637,949+1.11%
Q2 202524.2K$589,508+1.24%
Q1 202524.3K$592,484+1.25%
Q4 202423.8K$573,663+1.25%
Q3 202412.7K$622,340+1.39%
Q2 20245.3K$253,453+0.77%
Q1 20244.6K$220,416+0.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vanderpol Investments L.L.C.’s full portfolio or all institutional holders of SCHO.