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FINANCIAL CONSULATE, INC → STEW

FINANCIAL CONSULATE, INC STEW Position History

SRH Total Return Fund, Inc. • Financial Services

Quarters held
4
Latest value
$106K
Q3 2026
Peak value
$109K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$109K
Q1 2026$102K
Q2 2026$108K
Q3 2026$106K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$106K6.1K——
Q2 2026$108K6.0K——
Q1 2026$102K6.0K——
Q4 2025$109K5.9K——

Other funds holding STEW

Other FINANCIAL CONSULATE, INC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$157M
SCHW-PJ

SCHWAB STRATEGIC TR

$155M
SCHW-PJ

SCHWAB STRATEGIC TR

$140M
SCHW-PJ

SCHWAB STRATEGIC TR

$133.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$53.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$53.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$45.9M
NEE-PS

DIMENSIONAL ETF TRUST

$44.4M
FINANCIAL CONSULATE, INC STEW Holdings: 13F Position History | Track13F