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SCHF
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Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in SCHWAB STRATEGIC TR

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 2.4M shares of SCHF (SCHWAB STRATEGIC TR), worth $58.9M as of 2026-Q1. The position was decreased (-1.2% shares). SCHF represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$58.9M

Current Shares

2.4M

Total Value Change

+$6.1M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
2.4M
-1.2%
$58.9M0.4%$25.64
0
2025-Q4
Decreased
2.4M
-0.2%
$57.9M0.3%$24.20
0
2025-Q3
Decreased
2.4M
-1.7%
$56.2M0.4%$22.54
0
2025-Q2
Decreased
2.5M
-6.7%
$54.3M0.4%$21.44
0
2025-Q1
Increased
2.6M
+0.1%
$52.1M0.4%$19.28
35
2024-Q4
Increased
2.6M
+95.1%
$48.7M0.4%$17.88
56
2024-Q3
Decreased
1.3M
-2.0%
$55.5M0.5%$19.52
0
2024-Q2
Decreased
1.4M
-3.3%
$52.9M0.5%$18.15
0

Other major holders of SCHF: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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