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
Other major holders of SCHF: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Decreased |
| 2.4M |
-1.2% |
| $58.9M |
| 0.4% |
| $25.64 |
0 |
| 2025-Q4 | Decreased | 2.4M | -0.2% | $57.9M | 0.3% | $24.20 | 0 |
| 2025-Q3 | Decreased | 2.4M | -1.7% | $56.2M | 0.4% | $22.54 | 0 |
| 2025-Q2 | Decreased | 2.5M | -6.7% | $54.3M | 0.4% | $21.44 | 0 |
| 2025-Q1 | Increased | 2.6M | +0.1% | $52.1M | 0.4% | $19.28 | 35 |
| 2024-Q4 | Increased | 2.6M | +95.1% | $48.7M | 0.4% | $17.88 | 56 |
| 2024-Q3 | Decreased | 1.3M | -2.0% | $55.5M | 0.5% | $19.52 | 0 |
| 2024-Q2 | Decreased | 1.4M | -3.3% | $52.9M | 0.5% | $18.15 | 0 |