SEC 13F Intelligence

Columbia River Financial Group, LLC / SCHM

Columbia River Financial Group, LLC’s Schwab Strategic Tr Position

Does Columbia River Financial Group, LLC own Schwab Strategic Tr (SCHM)? Yes — 69.6K shares worth $2M (+1.25% of its 13F portfolio) as of Q1 2026, up from 68.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
69.6K
% of Portfolio
+1.25%
Quarters Held
6
currently held

Position History SCHM

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202669.6K$2M+1.25%
Q4 202568.2K$2M+1.26%
Q3 202566.9K$2M+1.22%
Q2 202576.7K$2M+1.42%
Q1 202573.4K$2M+1.29%
Q4 202473.5K$2M+1.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Columbia River Financial Group, LLC’s full portfolio or all institutional holders of SCHM.