SEC 13F Intelligence

Vanderpol Investments L.L.C. / SCHP

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

Does Vanderpol Investments L.L.C. own Schwab Strategic Tr (SCHP)? Yes — 130.0K shares worth $3M (+5.99% of its 13F portfolio) as of Q4 2025, down from 134.3K shares the prior filed quarter.

Position Value
$3M
Q4 2025
Shares
130.0K
% of Portfolio
+5.99%
Quarters Held
5
currently held

Position History SCHP

Reported value by quarter
Q4 ’24: $374,096Q4 ’24Q1 ’25: $770,498Q1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $3MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025130.0K$3M+5.99%
Q3 2025134.3K$4M+6.30%
Q2 2025126.4K$3M+7.08%
Q1 202528.7K$770,498+1.63%
Q4 202414.5K$374,096+0.82%

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 SCHP.