SEC 13F Intelligence

Vanderpol Investments L.L.C. / SCHX

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

Does Vanderpol Investments L.L.C. own Schwab Strategic Tr (SCHX)? Yes — 291.8K shares worth $8M (+13.65% of its 13F portfolio) as of Q4 2025, up from 287.5K shares the prior filed quarter.

Position Value
$8M
Q4 2025
Shares
291.8K
% of Portfolio
+13.65%
Quarters Held
8
currently held

Position History SCHX

Reported value by quarter
Q1 ’24: $3MQ1 ’24Q2 ’24: $3MQ2 ’24Q3 ’24: $3MQ3 ’24Q4 ’24: $5MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $7MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $8MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025291.8K$8M+13.65%
Q3 2025287.5K$8M+13.35%
Q2 2025270.5K$7M+13.89%
Q1 2025254.2K$6M+11.86%
Q4 2024215.9K$5M+10.94%
Q3 202450.6K$3M+7.65%
Q2 202450.9K$3M+9.93%
Q1 202446.6K$3M+8.29%

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 SCHX.