Question 1

How many shares of SCHE does Rakuten Investment Management, Inc. own?

Accepted Answer

As of 2026-Q2, Rakuten Investment Management, Inc. holds 2.9M shares of SCHE (SCHWAB STRATEGIC TR).

Question 2

What is Rakuten Investment Management, Inc.'s SCHE position worth?

Accepted Answer

As of 2026-Q2, Rakuten Investment Management, Inc.'s SCHE position is worth $105.9M.

Question 3

Is Rakuten Investment Management, Inc. buying or selling SCHE?

Accepted Answer

In 2026-Q2, Rakuten Investment Management, Inc. decreased their SCHE position (-34.4% change in shares).

Question 4

When did Rakuten Investment Management, Inc. first buy SCHE?

Accepted Answer

Based on available 13F filings, Rakuten Investment Management, Inc. first reported a position in SCHE in 2019-Q4. They have held the position across 25 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	2.9M	-34.4%	$105.9M	0.3%	$36.26	0
2026-Q1	Increased	4.5M	+100.0%	$149.2M	0.3%	$33.61	58
2025-Q4	Unchanged	2.2M	0.0%	$74.6M	0.3%	$32.77	0
2025-Q3	Increased	2.2M	+11.5%	$74.6M	0.3%	$32.33	40
2025-Q1	Increased	2M	+20.7%	$55.6M	0.3%	$26.83	42
2024-Q3	Increased	1.7M	+21.8%	$49.2M	0.3%	$27.87	42
2024-Q2	Increased	1.4M	+8.3%	$36.3M	0.2%	$25.10	38
2024-Q1	Increased	1.3M	+13.2%	$31.9M	0.2%	$23.84	39
2023-Q4	Increased	1.1M	+27.2%	$27.6M	0.2%	$23.40	43
2023-Q3	Increased	877,940	+15.9%	$21M	0.2%	$21.84	40
2023-Q2	Increased	757,340	+34.6%	$18.5M	0.2%	$22.29	45
2023-Q1	Increased	562,840	+21.1%	$13.9M	0.2%	$22.35	41
2022-Q4	Increased	464,840	+36.1%	$11.1M	0.2%	$21.48	44
2022-Q3	Increased	341,540	+35.5%	$7.7M	0.1%	$19.86	44
2022-Q2	Increased	252,018	+21.3%	$6.4M	0.1%	$22.63	42
2022-Q1	Increased	207,718	+32.9%	$5.9M	0.1%	$24.94	38
2021-Q4	Increased	156,318	+71.0%	$4.6M	0.1%	$26.23	43
2021-Q3	Increased	91,443	+14.4%	$2.8M	0.1%	$26.11	33
2021-Q2	Increased	79,943	+12.2%	$2.6M	0.1%	$28.63	32
2021-Q1	Increased	71,243	+3.6%	$2.3M	0.1%	$27.16	30
2020-Q4	Unchanged	68,743	0.0%	$2.1M	0.1%	$26.35	0
2020-Q3	Increased	68,743	+2.2%	$1.8M	0.1%	$22.23	29
2020-Q2	Increased	67,243	+3.1%	$1.6M	0.1%	$20.65	35
2020-Q1	Increased	65,243	+16.4%	$1.3M	0.1%	$17.27	38
2019-Q4	New	56,043	-	$1.5M	0.1%	$22.98	45

SCHE25 quarters

SCHE
25 quarters