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SCHA
Showing 8 of 21 quarters

Position history for NEW YORK LIFE INVESTMENT MANAGEMENT LLC's holdings in SCHWAB STRATEGIC TR

NEW YORK LIFE INVESTMENT MANAGEMENT LLC holds 1.8M shares of SCHA (SCHWAB STRATEGIC TR), worth $51.5M as of 2026-Q1. The position was increased (+2.4% shares). SCHA represents 0.4% of NEW YORK LIFE INVESTMENT MANAGEMENT LLC's portfolio.

Current Value

$51.5M

Current Shares

1.8M

Total Value Change

+$36.5M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.8M
+2.4%
$51.5M0.4%$30.18
36
2025-Q4
Increased
1.7M
+28.1%
$49.3M0.4%$28.73
44
2025-Q3
Increased
1.4M
+151.5%
$37.7M0.3%$27.74
56
2025-Q2
Increased
537,089
+20.7%
$13.6M0.1%$25.08
40
2025-Q1
Increased
445,006
+5.9%
$10.4M0.1%$23.22
35
2024-Q4
Increased
420,188
+68.0%
$10.9M0.1%$25.50
49
2024-Q3
Decreased
250,127
-21.1%
$12.9M0.1%$25.20
0
2024-Q2
Increased
316,858
+20.5%
$15M0.2%$23.19
40

Other major holders of SCHA: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, BANK OF AMERICA CORP /DE/, Empower Advisory Group, LLC

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