SEC 13F Intelligence

Vanderpol Investments L.L.C. / SCHZ

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

Does Vanderpol Investments L.L.C. own Schwab Strategic Tr (SCHZ)? Yes — 182.0K shares worth $4M (+7.39% of its 13F portfolio) as of Q4 2025, up from 130.8K shares the prior filed quarter.

Position Value
$4M
Q4 2025
Shares
182.0K
% of Portfolio
+7.39%
Quarters Held
8
currently held

Position History SCHZ

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $3MQ2 ’24Q3 ’24: $4MQ3 ’24Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $4MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025182.0K$4M+7.39%
Q3 2025130.8K$3M+5.36%
Q2 2025112.2K$3M+5.48%
Q1 2025164.6K$4M+8.05%
Q4 2024161.0K$4M+7.99%
Q3 202490.5K$4M+9.58%
Q2 202455.3K$3M+7.65%
Q1 202451.3K$2M+6.77%

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 SCHZ.