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

MATHER GROUP, LLC. holds 43.5M shares of SCHG (SCHWAB STRATEGIC TR), worth $1.3B as of 2026-Q1. The position was increased (+4.1% shares). SCHG represents 12.6% of MATHER GROUP, LLC.'s portfolio.

Current Value

$1.3B

Current Shares

43.5M

Total Value Change

+$426.1M

Total Shares Change

+34.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
43.5M
+4.1%
$1.3B12.6%$30.64
65
2025-Q4
Decreased
41.8M
-0.8%
$1.4B14.0%$32.88
0
2025-Q3
Decreased
42.2M
-0.3%
$1.3B13.6%$31.75
0
2025-Q2
Increased
42.3M
+4.5%
$1.2B13.2%$28.96
65
2025-Q1
Increased
40.5M
+3.2%
$1B11.7%$24.95
64
2024-Q4
Increased
39.2M
+301.4%
$1.1B14.2%$28.03
100
2024-Q3
Increased
9.8M
+7.5%
$1B13.1%$25.78
67
2024-Q2
Increased
9.1M
+1.1%
$841.9M10.4%$25.06
62

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

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