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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 2.9M shares of SCHG (SCHWAB STRATEGIC TR), worth $84.7M as of 2026-Q1. The position was increased (+2.1% shares). SCHG represents 0.5% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$84.7M

Current Shares

2.9M

Total Value Change

+$24.5M

Total Shares Change

+2.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.9M
+2.1%
$84.7M0.5%$30.64
43
2025-Q4
Increased
2.8M
+45.3%
$92.9M0.6%$32.88
57
2025-Q3
Decreased
2M
-3.1%
$62.6M0.4%$31.75
0
2025-Q2
Decreased
2M
-7.9%
$59.1M0.5%$28.96
0
2025-Q1
Decreased
2.2M
-1.6%
$55M0.5%$24.95
0
2024-Q4
Increased
2.2M
+291.6%
$62.2M0.5%$28.03
67
2024-Q3
Decreased
569,992
-4.5%
$59.4M0.5%$25.78
0
2024-Q2
Decreased
596,900
-2.6%
$60.2M0.5%$25.06
0

Other major holders of SCHG: ENVESTNET ASSET MANAGEMENT INC, Financial Engines Advisors L.L.C.

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