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SCHPSCHP
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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in SCHWAB STRATEGIC TR

Steward Partners Investment Advisory, LLC holds 228,489 shares of SCHP (SCHWAB STRATEGIC TR), worth $6.1M as of 2026-Q2. The position was increased (+4.5% shares). SCHP represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$6.1M

Current Shares

228,489

Total Value Change

-$92,353

Total Shares Change

+113,864

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
228,489
+4.5%
$6.1M0.0%$26.06
28
2026-Q1
Decreased
218,630
-3.4%
$5.8M0.0%$26.87
0
2025-Q4
Increased
226,331
+0.9%
$6M0.0%$26.54
27
2025-Q3
Increased
224,382
+0.8%
$6M0.0%$26.50
27
2025-Q2
Increased
222,649
+3.3%
$5.9M0.0%$25.87
28
2025-Q1
Increased
215,594
+0.6%
$5.8M0.1%$25.74
27
2024-Q4
Increased
214,353
+87.0%
$5.5M0.0%$24.81
42
2024-Q3
Increased
114,625
+0.5%
$6.1M0.1%$25.56
27

Other major holders of SCHP: Empower Advisory Group, LLC

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