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SCHG
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Position history for OSAIC HOLDINGS, INC.'s holdings in SCHWAB STRATEGIC TR

OSAIC HOLDINGS, INC. holds 18.2M shares of SCHG (SCHWAB STRATEGIC TR), worth $530.1M as of 2026-Q1. The position was decreased (-0.4% shares). SCHG represents 0.8% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$530.1M

Current Shares

18.2M

Total Value Change

+$97.1M

Total Shares Change

+13.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
18.2M
-0.4%
$530.1M0.8%$30.64
0
2025-Q4
Decreased
18.3M
-5.9%
$596.4M0.9%$32.88
0
2025-Q3
Increased
19.4M
+3.2%
$608.4M0.9%$31.75
46
2025-Q2
Increased
18.8M
+6.7%
$549.4M1.0%$28.96
47
2025-Q1
Increased
17.7M
+23.3%
$442.2M1.0%$24.95
53
2024-Q4
Increased
14.3M
+257.9%
$399.2M0.9%$28.03
71
2024-Q3
Decreased
4M
-6.8%
$416.8M0.9%$25.78
0
2024-Q2
Decreased
4.3M
-12.8%
$433M1.0%$25.06
0

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

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