Position history for Kestra Advisory Services, LLC's holdings in SCHWAB STRATEGIC TR
Kestra Advisory Services, LLC holds 2.4M shares of SCHG (SCHWAB STRATEGIC TR), worth $69.2M as of 2026-Q1. The position was increased (+12.4% shares). SCHG represents 0.3% of Kestra Advisory Services, LLC's portfolio.
Current Value
$69.2M
Current Shares
2.4M
Total Value Change
-$1.1M
Total Shares Change
+1.6M
Other major holders of SCHG: ENVESTNET ASSET MANAGEMENT INC, Financial Engines Advisors L.L.C.
Increased |
| 2.4M |
+12.4% |
| $69.2M |
| 0.3% |
| $30.64 |
40 |
| 2025-Q4 | Increased | 2.1M | +16.0% | $68.9M | 0.3% | $32.88 | 41 |
| 2025-Q3 | Decreased | 1.8M | -13.6% | $58.1M | 0.3% | $31.75 | 0 |
| 2025-Q2 | Decreased | 2.1M | -11.0% | $61.6M | 0.3% | $28.96 | 0 |
| 2025-Q1 | Increased | 2.4M | +2.0% | $59.3M | 0.3% | $24.95 | 36 |
| 2024-Q4 | Increased | 2.3M | +237.7% | $64.7M | 0.4% | $28.03 | 57 |
| 2024-Q3 | Decreased | 687,827 | -8.1% | $71.7M | 0.4% | $25.78 | 0 |
| 2024-Q2 | Increased | 748,018 | +45.4% | $70.3M | 0.4% | $25.06 | 48 |