Position history for Steward Partners Investment Advisory, LLC's holdings in SCHWAB STRATEGIC TR
Steward Partners Investment Advisory, LLC holds 218,630 shares of SCHP (SCHWAB STRATEGIC TR), worth $5.8M as of 2026-Q1. The position was decreased (-3.4% shares). SCHP represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$5.8M
Current Shares
218,630
Total Value Change
-$113,182
Total Shares Change
+104,595
Other major holders of SCHP: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 218,630 |
-3.4% |
| $5.8M |
| 0.0% |
| $26.87 |
0 |
| 2025-Q4 | 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 |