Question 1

How many shares of SCHF does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 2.3M shares of SCHF (SCHWAB STRATEGIC TR).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's SCHF position worth?

Accepted Answer

As of 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC's SCHF position is worth $64.4M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling SCHF?

Accepted Answer

In 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC decreased their SCHF position (-1.8% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy SCHF?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in SCHF in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	2.3M	-1.8%	$64.4M	0.4%	$27.70	0
2026-Q1	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
2024-Q1	Decreased	1.4M	-8.2%	$55.6M	0.5%	$18.26	0
2023-Q4	Decreased	1.6M	-31.7%	$57.3M	0.5%	$17.30	0
2023-Q3	Decreased	2.3M	-1.7%	$77.2M	0.5%	$15.58	0
2023-Q2	Decreased	2.3M	-4.9%	$82.4M	0.4%	$16.16	0
2023-Q1	Decreased	2.4M	-1.1%	$84.6M	0.5%	$15.73	0
2022-Q4	Decreased	2.5M	-4.5%	$79.1M	0.4%	$14.62	0
2022-Q3	Decreased	2.6M	-2.5%	$72.4M	0.4%	$12.59	0
2022-Q2	Decreased	2.6M	-2.1%	$83M	0.5%	$14.08	0
2022-Q1	Decreased	2.7M	-0.8%	$99M	0.5%	$16.46	0
2021-Q4	Increased	2.7M	+0.7%	$105.6M	0.5%	$17.18	36
2021-Q3	Increased	2.7M	+0.2%	$104.4M	0.5%	$16.76	42
2021-Q2	Increased	2.7M	+2.3%	$106.2M	0.5%	$17.13	43
2021-Q1	Decreased	2.6M	-0.6%	$99M	0.5%	$16.14	0
2020-Q4	Decreased	2.6M	-0.5%	$95.4M	0.6%	$15.51	0
2020-Q3	Decreased	2.7M	-5.4%	$83.5M	0.5%	$13.29	0
2020-Q2	Decreased	2.8M	-0.3%	$83.7M	0.6%	$12.55	0
2020-Q1	Increased	2.8M	+10.2%	$72.9M	0.6%	$10.85	46
2019-Q4	Increased	2.6M	+34.0%	$86.1M	0.6%	$14.00	54
2019-Q3	Increased	1.9M	+2.8%	$60.9M	0.4%	$13.00	36
2019-Q2	Increased	1.9M	+62.5%	$59.6M	0.4%	$13.13	51
2019-Q1	New	1.1M	-	$35.8M	0.3%	$12.71	48

SCHF30 quarters

SCHF
30 quarters