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SCHPSCHP
Showing 7 of 29 quarters

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 8,190 shares of SCHP (SCHWAB STRATEGIC TR), worth $217,856 as of 2026-Q1. The position was decreased (-1.7% shares). SCHP represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$217,856

Current Shares

8,190

Total Value Change

-$2,214

Total Shares Change

+4,087

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
8,190
-1.7%
$217,8560.0%$26.87
0
2025-Q4
Increased
8,331
+6.8%
$220,6900.0%$26.54
25
2025-Q3
Increased
7,801
+0.7%
$210,2290.0%$26.50
23
2025-Q2
Decreased
7,749
-15.2%
$206,7350.0%$25.87
0
2025-Q1
Increased
9,133
+5.5%
$245,5980.0%$25.74
24
2024-Q4
Increased
8,660
+111.1%
$223,6960.0%$24.81
37
2024-Q3
Decreased
4,103
-11.0%
$220,0700.0%$25.56
0

Other major holders of SCHP: Steward Partners Investment Advisory, LLC, Empower Advisory Group, LLC

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