Fidelity Investments’s Schwab Strategic Tr (SCHH) position
Reported position history, portfolio importance and verified filing changes from public SEC disclosures.
At a glance
The full verified relationship, including prior ownership episodes and exits where supported.
FMR LLC first reported Schwab Strategic Tr in Q3 2022. The reported position was increased and reduced across later filings. Verified positive position history runs through Q3 2024. The current relationship status cannot be determined reliably from supported data.
Position over time
See the same verified relationship through reported shares, portfolio weight or reported value.
Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.
What changed
Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.
Filing context
Quarter-end price $23.17
Filing context
Quarter-end price $18.69
How important was Schwab Strategic Tr in FMR LLC’s reported portfolio?
Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.
SEC filing evidence
Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.
Derived from validated reported value and shares where supported.
Coverage is bounded to Fidelity’s top reported positions and material events rather than every security in each Form 13F. The consolidated FMR LLC filing includes multiple Fidelity investment managers. Source filings may contain additional securities, and 13F filings do not reveal exact trade dates or execution prices.