Schwab Strategic Tr shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $881k | 32k | 27.94 |
| 2025-06-30 | $661k | 24k | 27.35 |
| 2025-03-31 | $546k | 22k | 25.38 |
| 2024-12-31 | $554k | 24k | 23.12 |
| 2024-09-30 | $1.6M | 60k | 26.17 |
| 2024-06-30 | $1.9M | 82k | 22.96 |
| 2024-03-31 | $540k | 22k | 24.26 |
| 2023-12-31 | $535k | 22k | 24.59 |
| 2023-09-30 | $669k | 29k | 23.00 |
| 2023-06-30 | $441k | 18k | 23.94 |