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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Kestra Advisory Services

Apple (AAPL)
Parker-Hannifin Corporation (PH)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Kestra Advisory Services

Top funds holding Schwab Strategic Tr

Summit Asset Management
Souders Financial Advisors
Envestnet Asset Management
Kohmann Bosshard Financial Services
Advisor Group Holdings
Asset Advisors Investment Management
LPL Financial
Magnolia Capital Advisors
Stifel Financial
Principle Wealth Partners
Charles Schwab Trust
Iron Financial
First Merchants Bank, National Association
LongView Wealth Management
Modern Wealth Management

View all funds holding Schwab Strategic Tr