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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

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All positions including Schwab Strategic Tr held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
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