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SCHC
Showing 8 of 29 quarters

Position history for MATHER GROUP, LLC.'s holdings in SCHWAB STRATEGIC TR

MATHER GROUP, LLC. holds 1.1M shares of SCHC (SCHWAB STRATEGIC TR), worth $51.4M as of 2026-Q1. The position was decreased (-0.4% shares). SCHC represents 0.5% of MATHER GROUP, LLC.'s portfolio.

Current Value

$51.4M

Current Shares

1.1M

Total Value Change

+$14M

Total Shares Change

+54,289

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.1M
-0.4%
$51.4M0.5%$49.02
0
2025-Q4
Increased
1.1M
+0.3%
$50.2M0.5%$45.74
41
2025-Q3
Decreased
1.1M
-5.3%
$50M0.5%$43.77
0
2025-Q2
Increased
1.2M
+0.3%
$49.4M0.5%$40.83
41
2025-Q1
Increased
1.2M
+11.6%
$41.5M0.5%$34.85
39
2024-Q4
Decreased
1M
-1.4%
$35.6M0.5%$32.97
0
2024-Q3
Increased
1.1M
+0.7%
$40.5M0.5%$36.03
41
2024-Q2
Increased
1M
+1.1%
$37.4M0.5%$33.19
35

Other major holders of SCHC: Corient Private Wealth LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, TIAA TRUST, NATIONAL ASSOCIATION, PNC FINANCIAL SERVICES GROUP, INC.

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