Position history for Kestra Advisory Services, LLC's holdings in SCHWAB STRATEGIC TR
Kestra Advisory Services, LLC holds 3.5M shares of SCHD (SCHWAB STRATEGIC TR), worth $108.1M as of 2026-Q1. The position was increased (+3.7% shares). SCHD represents 0.4% of Kestra Advisory Services, LLC's portfolio.
Current Value
$108.1M
Current Shares
3.5M
Total Value Change
-$9.6M
Total Shares Change
+2M
Other major holders of SCHD: Steward Partners Investment Advisory, LLC, Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/
Increased |
| 3.5M |
+3.7% |
| $108.1M |
| 0.4% |
| $31.59 |
37 |
| 2025-Q4 | Decreased | 3.4M | -1.4% | $93.2M | 0.4% | $27.63 | 0 |
| 2025-Q3 | Increased | 3.4M | +28.8% | $94.1M | 0.4% | $26.83 | 45 |
| 2025-Q2 | Decreased | 2.7M | -18.2% | $70.9M | 0.3% | $25.87 | 0 |
| 2025-Q1 | Decreased | 3.3M | -29.9% | $91.5M | 0.4% | $26.78 | 0 |
| 2024-Q4 | Increased | 4.7M | +196.6% | $127.6M | 0.7% | $26.20 | 69 |
| 2024-Q3 | Increased | 1.6M | +3.3% | $133.1M | 0.7% | $26.78 | 44 |
| 2024-Q2 | Increased | 1.5M | +13.2% | $117.7M | 0.7% | $24.49 | 48 |