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SCHJSCHJ
14 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in SCHWAB STRATEGIC TR

Kestra Advisory Services, LLC holds 156,918 shares of SCHJ (SCHWAB STRATEGIC TR), worth $3.9M as of 2026-Q2. The position was decreased (-11.6% shares). SCHJ represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$3.9M

Current Shares

156,918

Total Value Change

+$3.6M

Total Shares Change

+152,547

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
156,918
-11.6%
$3.9M0.0%$24.47
0
2026-Q1
Decreased
177,494
-8.7%
$4.4M0.0%$24.90
0
2025-Q4
Decreased
194,461
-4.0%
$4.8M0.0%$24.82
0
2025-Q3
Increased
202,510
+21.6%
$5.1M0.0%$24.48
32
2025-Q2
Increased
166,471
+25.1%
$4.1M0.0%$24.05
33
2025-Q1
New
133,105
-
$3.3M0.0%$23.66
37
2022-Q4
Exited
0
-100.0%
$00.0%$20.35
0
2022-Q3
Decreased
4,354
-18.2%
$202,0000.0%$19.96
0
2022-Q2
Decreased
5,325
-31.5%
$253,0000.0%$20.39
0
2022-Q1
Decreased
7,778
-29.1%
$378,0000.0%$20.78
0
2021-Q4
Decreased
10,976
-3.8%
$555,0000.0%$21.58
0
2021-Q3
Decreased
11,413
-9.7%
$583,0000.0%$21.73
0
2021-Q2
Increased
12,636
+189.1%
$647,0000.0%$21.73
39
2021-Q1
New
4,371
-
$223,0000.0%$21.60
32

Other major holders of SCHJ: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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