Back to FW Focus Partners Wealth

SCHKSCHK
11 quarters

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

Focus Partners Wealth holds 573,808 shares of SCHK (SCHWAB STRATEGIC TR), worth $20.7M as of 2026-Q2. The position was increased (+20.2% shares). SCHK represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$20.7M

Current Shares

573,808

Total Value Change

+$8.3M

Total Shares Change

+303,864

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
573,808
+20.2%
$20.7M0.0%$36.06
34
2026-Q1
Increased
477,541
+0.1%
$15M0.0%$32.77
28
2025-Q4
Decreased
477,310
-0.1%
$15.7M0.0%$33.06
0
2025-Q3
Decreased
477,929
-0.5%
$15.4M0.0%$31.91
0
2025-Q2
Decreased
480,348
-1.1%
$14.3M0.0%$29.50
0
2025-Q1
Decreased
485,542
-51.6%
$13.1M0.0%$26.53
0
2024-Q4
Increased
1M
+298.4%
$28.4M0.0%$28.08
46
2024-Q3
Increased
252,041
+2.2%
$13.9M0.0%$27.12
29
2024-Q2
Decreased
246,517
-5.7%
$12.9M0.0%$25.70
0
2024-Q1
Decreased
261,509
-3.1%
$13.3M0.1%$24.80
0
2023-Q4
New
269,944
-
$12.4M0.2%$22.48
46

Other major holders of SCHK: Financial Engines Advisors L.L.C.

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