Position history for Kestra Advisory Services, LLC's holdings in SCHWAB STRATEGIC TR
Kestra Advisory Services, LLC holds 971,658 shares of SCHA (SCHWAB STRATEGIC TR), worth $27.7M as of 2025-Q4. The position was increased (++11.8% shares). SCHA represents 0.1% of Kestra Advisory Services, LLC's portfolio.
Current Value
$27.7M
Current Shares
971,658
Total Value Change
+$6.2M
Total Shares Change
+514,082
Other major holders of SCHA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Increased |
| 971,658 |
+11.8% |
| $27.7M |
| 0.1% |
| $28.73 |
38 |
| 2025-Q3 | Increased | 868,965 | +1046.6% | $24.2M | 0.1% | $27.74 | 55 |
| 2025-Q2 | Decreased | 75,786 | -31.6% | $1.9M | 0.0% | $25.08 | 0 |
| 2025-Q1 | Decreased | 110,774 | -85.9% | $2.6M | 0.0% | $23.22 | 0 |
| 2024-Q4 | Increased | 784,539 | +78.3% | $20.3M | 0.1% | $25.50 | 52 |
| 2024-Q3 | Decreased | 440,003 | -3.8% | $22.7M | 0.1% | $25.20 | 0 |
| 2024-Q2 | Increased | 457,576 | +730.9% | $21.5M | 0.1% | $23.19 | 55 |