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SCHZSCHZ
9 quarters

Position history for Sanctuary Advisors, LLCSanctuary Advisors, LLC's holdings in SCHWAB STRATEGIC TR

Yes. Sanctuary Advisors holds 914,465 shares of SCHZ, worth $21.2M, as of its Q2 2026 13F filing. It increased the position by 43,516 shares (+5.0%) from Q1 2026. Sanctuary Advisors has held SCHZ in every 13F on record since Q2 2024, 9 quarterly filings. SCHZ is 0.1% of Sanctuary Advisors' reported 13F portfolio.

Current Value

$21.2M

Current Shares

914,465

Total Value Change

+$581,141

Total Shares Change

+454,996

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
914,465
+5.0%
$21.2M0.1%$22.96
30
2026-Q1
Increased
870,949
+3.8%
$20.2M0.1%$22.81
35
2025-Q4
Decreased
839,357
-3.6%
$19.6M0.1%$22.64
0
2025-Q3
Decreased
870,587
-6.3%
$20.4M0.1%$22.44
0
2025-Q2
Decreased
928,696
-1.0%
$21.6M0.1%$22.15
0
2025-Q1
Decreased
938,147
-2.9%
$21.7M0.2%$21.85
0
2024-Q4
Increased
965,775
+9.1%
$22.1M0.1%$21.26
37
2024-Q3
Increased
885,359
+92.7%
$20.3M0.1%$21.81
54
2024-Q2
First report
459,469
-
$20.6M0.1%$20.72
0

Other major holders of SCHZ: Charles Schwab Investment Management Inc.

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