Position history for Kestra Advisory Services, LLC's holdings in SCHWAB STRATEGIC TR
Kestra Advisory Services, LLC holds 359,192 shares of FNDX (SCHWAB STRATEGIC TR), worth $10M as of 2026-Q1. The position was increased (+2.6% shares). FNDX represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$10M
Current Shares
359,192
Total Value Change
-$17.8M
Total Shares Change
-58,913
Other major holders of FNDX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Increased |
| 359,192 |
+2.6% |
| $10M |
| 0.0% |
| $28.70 |
28 |
| 2025-Q4 | Decreased | 350,123 | -1.5% | $9.5M | 0.0% | $27.41 | 0 |
| 2025-Q3 | Increased | 355,450 | +3.5% | $9.3M | 0.0% | $26.16 | 29 |
| 2025-Q2 | Decreased | 343,549 | -52.3% | $8.4M | 0.0% | $24.24 | 0 |
| 2025-Q1 | Decreased | 720,890 | -38.6% | $17M | 0.1% | $23.08 | 0 |
| 2024-Q4 | Increased | 1.2M | +151.3% | $27.8M | 0.2% | $23.23 | 55 |
| 2024-Q3 | Increased | 467,133 | +11.7% | $33.5M | 0.2% | $23.32 | 39 |
| 2024-Q2 | Increased | 418,105 | +26.6% | $27.8M | 0.2% | $21.74 | 42 |