Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in SCHWAB STRATEGIC TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 2.8M shares of SCHG (SCHWAB STRATEGIC TR), worth $92.9M as of 2025-Q4. The position was increased (++45.3% shares). SCHG represents 0.6% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$92.9M
Current Shares
2.8M
Total Value Change
+$32.7M
Total Shares Change
+2.3M
Other major holders of SCHG: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, Financial Engines Advisors L.L.C.
Increased |
| 2.8M |
+45.3% |
| $92.9M |
| 0.6% |
| $32.88 |
57 |
| 2025-Q3 | Decreased | 2M | -3.1% | $62.6M | 0.4% | $31.75 | 0 |
| 2025-Q2 | Decreased | 2M | -7.9% | $59.1M | 0.5% | $28.96 | 0 |
| 2025-Q1 | Decreased | 2.2M | -1.6% | $55M | 0.5% | $24.95 | 0 |
| 2024-Q4 | Increased | 2.2M | +291.6% | $62.2M | 0.5% | $28.03 | 67 |
| 2024-Q3 | Decreased | 569,992 | -4.5% | $59.4M | 0.5% | $25.78 | 0 |
| 2024-Q2 | Decreased | 596,900 | -2.6% | $60.2M | 0.5% | $25.06 | 0 |