Schwab Strategic Tr shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Schwab Strategic Tr
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 546k | 27.94 |
| 2025-06-30 | $4.3M | 186k | 23.18 |
| 2025-03-31 | $12M | 481k | 25.38 |
| 2024-12-31 | $6.5M | 253k | 25.77 |
| 2024-09-30 | $6.7M | 257k | 26.17 |
| 2024-03-31 | $5.9M | 243k | 24.26 |
| 2023-12-31 | $5.6M | 229k | 24.59 |
| 2023-09-30 | $4.6M | 202k | 23.01 |
| 2023-06-30 | $4.8M | 202k | 23.94 |
| 2023-03-31 | $3.8M | 162k | 23.63 |
| 2022-12-31 | $2.7M | 122k | 22.51 |
| 2022-09-30 | $1.5M | 75k | 20.05 |
| 2022-06-30 | $603k | 27k | 22.43 |
| 2022-03-31 | $67k | 2.6k | 26.00 |
| 2021-12-31 | $47k | 1.8k | 25.57 |
| 2021-09-30 | $64k | 2.6k | 24.72 |
| 2021-06-30 | $54k | 2.1k | 25.62 |