Position history for Kestra Advisory Services, LLC's holdings in SCHWAB STRATEGIC TR
Kestra Advisory Services, LLC holds 607,977 shares of SCHV (SCHWAB STRATEGIC TR), worth $18M as of 2025-Q4. The position was increased (++3.2% shares). SCHV represents 0.1% of Kestra Advisory Services, LLC's portfolio.
Current Value
$18M
Current Shares
607,977
Total Value Change
-$3.2M
Total Shares Change
+271,852
Other major holders of SCHV: Financial Engines Advisors L.L.C.
Increased |
| 607,977 |
+3.2% |
| $18M |
| 0.1% |
| $29.84 |
29 |
| 2025-Q3 | Decreased | 589,201 | -15.9% | $17.2M | 0.1% | $28.87 | 0 |
| 2025-Q2 | Increased | 700,914 | +32.0% | $19.4M | 0.1% | $27.25 | 36 |
| 2025-Q1 | Decreased | 531,139 | -28.6% | $14.1M | 0.1% | $25.90 | 0 |
| 2024-Q4 | Increased | 744,077 | +168.2% | $19.4M | 0.1% | $25.40 | 55 |
| 2024-Q3 | Decreased | 277,478 | -17.4% | $22.3M | 0.1% | $25.98 | 0 |
| 2024-Q2 | Increased | 336,125 | +67.8% | $21.2M | 0.1% | $23.90 | 50 |