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SCHYSCHY
Showing 8 of 21 quarters

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

OSAIC HOLDINGS, INC. holds 614,098 shares of SCHY (SCHWAB STRATEGIC TR), worth $19.5M as of 2026-Q2. The position was increased (+5.5% shares). SCHY represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$19.5M

Current Shares

614,098

Total Value Change

+$12.8M

Total Shares Change

+357,481

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
614,098
+5.5%
$19.5M0.0%$31.73
30
2026-Q1
Decreased
581,839
-0.5%
$18.4M0.0%$32.44
0
2025-Q4
Increased
584,471
+7.1%
$17.4M0.0%$29.94
30
2025-Q3
Increased
545,747
+14.3%
$15.3M0.0%$27.56
32
2025-Q2
Decreased
477,589
-0.8%
$13.1M0.0%$26.69
0
2025-Q1
Increased
481,217
+91.4%
$12.2M0.0%$24.65
44
2024-Q4
Decreased
251,459
-2.0%
$5.7M0.0%$22.25
0
2024-Q3
Increased
256,617
+2.8%
$6.7M0.0%$25.10
28

Other major holders of SCHY: Cresset Asset Management, LLC

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