Position history for SCS Capital Management LLC's holdings in SCHWAB STRATEGIC TR
SCS Capital Management LLC holds 12M shares of SCHB (SCHWAB STRATEGIC TR), worth $300.5M as of 2026-Q1. The position was increased (+0.5% shares). SCHB represents 3.2% of SCS Capital Management LLC's portfolio.
Current Value
$300.5M
Current Shares
12M
Total Value Change
+$55.7M
Total Shares Change
+8.1M
Other major holders of SCHB: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Wealthfront Advisers LLC
Increased |
| 12M |
+0.5% |
| $300.5M |
| 3.2% |
| $26.25 |
57 |
| 2025-Q4 | Decreased | 11.9M | -2.4% | $312.4M | 3.3% | $26.44 | 0 |
| 2025-Q3 | Decreased | 12.2M | -0.2% | $313.7M | 3.4% | $25.55 | 0 |
| 2025-Q2 | Increased | 12.2M | +2.7% | $291.3M | 3.2% | $23.57 | 58 |
| 2025-Q1 | Increased | 11.9M | +16.6% | $256.2M | 3.3% | $21.25 | 66 |
| 2024-Q4 | Increased | 10.2M | +170.1% | $231.6M | 4.8% | $22.51 | 91 |
| 2024-Q3 | Decreased | 3.8M | -3.0% | $251.3M | 5.1% | $21.74 | 0 |
| 2024-Q2 | Decreased | 3.9M | -3.1% | $244.8M | 5.1% | $20.57 | 0 |