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SCHQSCHQ
3 quarters

Position history for O'SHAUGHNESSY ASSET MANAGEMENT, LLCO'SHAUGHNESSY ASSET MANAGEMENT, LLC's holdings in SCHWAB STRATEGIC TR

Yes. O'Shaughnessy Asset Management holds 99,761 shares of SCHQ, worth $3.1M, as of its Q2 2026 13F filing. It increased the position by 54,831 shares (+122.0%) from Q1 2026. O'Shaughnessy Asset Management has held SCHQ since Q4 2025, across 3 quarterly 13F filings.

Current Value

$3.1M

Current Shares

99,761

Total Value Change

+$2.6M

Total Shares Change

+82,806

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
99,761
+122.0%
$3.1M0.0%$30.95
43
2026-Q1
Increased
44,930
+165.0%
$1.4M0.0%$30.68
41
2025-Q4
New
16,955
-
$537,4740.0%$30.70
34

Other major holders of SCHQ: ENVESTNET ASSET MANAGEMENT INC

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