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SCHASCHA
11 quarters

Position history for FWFocus Partners Wealth's holdings in SCHWAB STRATEGIC TR

Focus Partners Wealth holds 1.7M shares of SCHA (SCHWAB STRATEGIC TR), worth $60.3M as of 2026-Q2. The position was increased (+27.0% shares). SCHA represents 0.1% of Focus Partners Wealth's portfolio.

Current Value

$60.3M

Current Shares

1.7M

Total Value Change

+$59.3M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.7M
+27.0%
$60.3M0.1%$36.13
37
2026-Q1
Decreased
1.3M
-7.0%
$38.2M0.0%$29.00
0
2025-Q4
Increased
1.4M
+9.3%
$40.2M0.0%$28.36
32
2025-Q3
Increased
1.3M
+0.2%
$36M0.1%$27.66
29
2025-Q2
Decreased
1.3M
-1.8%
$32.6M0.1%$25.00
0
2025-Q1
Decreased
1.3M
-32.9%
$30.8M0.1%$23.08
0
2024-Q4
Increased
2M
+247.7%
$67.3M0.1%$25.41
48
2024-Q3
Increased
562,589
+283.6%
$29M0.1%$25.15
46
2024-Q2
Increased
146,672
+148.6%
$7M0.0%$23.19
44
2024-Q1
Increased
59,009
+199.1%
$2.9M0.0%$23.98
42
2023-Q4
New
19,730
-
$932,0000.0%$22.96
35

Other major holders of SCHA: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Empower Advisory Group, LLC, BANK OF AMERICA CORP /DE/

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