Position history for Kestra Advisory Services, LLC's holdings in SCHWAB STRATEGIC TR
Kestra Advisory Services, LLC holds 408,876 shares of SCHB (SCHWAB STRATEGIC TR), worth $10.7M as of 2025-Q4. The position was increased (++15.7% shares). SCHB represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$10.7M
Current Shares
408,876
Total Value Change
+$761,316
Total Shares Change
+247,722
Other major holders of SCHB: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Wealthfront Advisers LLC
Increased |
| 408,876 |
+15.7% |
| $10.7M |
| 0.0% |
| $26.44 |
32 |
| 2025-Q3 | Decreased | 353,288 | -84.6% | $9.1M | 0.0% | $25.55 | 0 |
| 2025-Q2 | Increased | 2.3M | +14.0% | $54.6M | 0.3% | $23.57 | 40 |
| 2025-Q1 | Increased | 2M | +1807.0% | $47.4M | 0.2% | $21.25 | 56 |
| 2024-Q4 | Decreased | 105,324 | -33.6% | $2.4M | 0.0% | $22.51 | 0 |
| 2024-Q3 | Decreased | 158,633 | -1.6% | $10.6M | 0.1% | $21.74 | 0 |
| 2024-Q2 | Increased | 161,154 | +620.7% | $10M | 0.1% | $20.57 | 45 |