Position history for Kestra Advisory Services, LLC's holdings in SCHWAB STRATEGIC TR
Kestra Advisory Services, LLC holds 118,384 shares of SCHP (SCHWAB STRATEGIC TR), worth $3.2M as of 2026-Q1. The position was increased (+34.3% shares). SCHP represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$3.2M
Current Shares
118,384
Total Value Change
-$4.5M
Total Shares Change
-46,404
Other major holders of SCHP: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 118,384 |
+34.3% |
| $3.2M |
| 0.0% |
| $26.87 |
34 |
| 2025-Q4 | Decreased | 88,179 | -2.1% | $2.3M | 0.0% | $26.54 | 0 |
| 2025-Q3 | Decreased | 90,070 | -27.4% | $2.4M | 0.0% | $26.50 | 0 |
| 2025-Q2 | Increased | 123,973 | +23.4% | $3.3M | 0.0% | $25.87 | 32 |
| 2025-Q1 | Decreased | 100,475 | -31.0% | $2.7M | 0.0% | $25.74 | 0 |
| 2024-Q4 | Increased | 145,657 | +7.2% | $3.8M | 0.0% | $24.81 | 29 |
| 2024-Q3 | Decreased | 135,911 | -17.5% | $7.3M | 0.0% | $25.56 | 0 |
| 2024-Q2 | Increased | 164,788 | +36.4% | $7.6M | 0.0% | $24.52 | 36 |