Position history for Kestra Advisory Services, LLC's holdings in SCHWAB STRATEGIC TR
Kestra Advisory Services, LLC holds 144,550 shares of SCHM (SCHWAB STRATEGIC TR), worth $4.5M as of 2026-Q1. The position was decreased (-1.9% shares). SCHM represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$4.5M
Current Shares
144,550
Total Value Change
-$15.8M
Total Shares Change
-120,328
Other major holders of SCHM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Financial Engines Advisors L.L.C.
Decreased |
| 144,550 |
-1.9% |
| $4.5M |
| 0.0% |
| $32.49 |
0 |
| 2025-Q4 | Decreased | 147,312 | -0.5% | $4.4M | 0.0% | $30.38 | 0 |
| 2025-Q3 | Increased | 148,056 | +8.7% | $4.4M | 0.0% | $29.49 | 29 |
| 2025-Q2 | Increased | 136,229 | +5.8% | $3.8M | 0.0% | $27.71 | 28 |
| 2025-Q1 | Decreased | 128,815 | -25.7% | $3.4M | 0.0% | $25.85 | 0 |
| 2024-Q4 | Decreased | 173,385 | -27.8% | $4.8M | 0.0% | $27.25 | 0 |
| 2024-Q3 | Decreased | 240,103 | -9.3% | $20M | 0.1% | $27.17 | 0 |
| 2024-Q2 | Increased | 264,878 | +435.4% | $20.3M | 0.1% | $25.35 | 55 |