Position history for Steward Partners Investment Advisory, LLC's holdings in SCHWAB STRATEGIC TR
Steward Partners Investment Advisory, LLC holds 226,331 shares of SCHP (SCHWAB STRATEGIC TR), worth $6M as of 2025-Q4. The position was increased (++0.9% shares). SCHP represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$6M
Current Shares
226,331
Total Value Change
+$64,582
Total Shares Change
+112,296
Other major holders of SCHP: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 226,331 |
+0.9% |
| $6M |
| 0.0% |
| $26.54 |
27 |
| 2025-Q3 | Increased | 224,382 | +0.8% | $6M | 0.0% | $26.50 | 27 |
| 2025-Q2 | Increased | 222,649 | +3.3% | $5.9M | 0.0% | $25.87 | 28 |
| 2025-Q1 | Increased | 215,594 | +0.6% | $5.8M | 0.1% | $25.74 | 27 |
| 2024-Q4 | Increased | 214,353 | +87.0% | $5.5M | 0.0% | $24.81 | 42 |
| 2024-Q3 | Increased | 114,625 | +0.5% | $6.1M | 0.1% | $25.56 | 27 |
| 2024-Q2 | Decreased | 114,035 | -58.3% | $5.9M | 0.1% | $24.52 | 0 |