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SCHMSCHM
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Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in SCHWAB STRATEGIC TR

Cetera Investment Advisers holds 1.4M shares of SCHM (SCHWAB STRATEGIC TR), worth $52.3M as of 2026-Q2. The position was increased (+10.4% shares). SCHM represents 0.0% of Cetera Investment Advisers's portfolio.

Current Value

$52.3M

Current Shares

1.4M

Total Value Change

+$39.2M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+10.4%
$52.3M0.0%$36.87
32
2026-Q1
Increased
1.3M
+9.5%
$39.8M0.0%$32.49
32
2025-Q4
Increased
1.2M
+11.7%
$35.3M0.0%$30.38
32
2025-Q3
Increased
1.1M
+87.5%
$31.2M0.0%$29.49
45
2025-Q2
Increased
560,658
+15.5%
$15.7M0.0%$27.71
32
2025-Q1
Decreased
485,546
-1.8%
$12.7M0.0%$25.85
0
2024-Q4
Increased
494,520
+213.4%
$13.7M0.0%$27.25
45
2024-Q3
Decreased
157,791
-49.4%
$13.1M0.0%$27.17
0

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

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