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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
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

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Parker-Hannifin Corporation (PH)
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Amazon (AMZN)
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View all positions for Kestra Advisory Services

Top funds holding Schwab Strategic Tr

Jane Street
Charles Schwab Investment Management
Summit Asset Management
Kohmann Bosshard Financial Services
Souders Financial Advisors
Principle Wealth Partners
Advisor Group Holdings
Tradition Wealth Management
Stifel Financial
HighTower Advisors
First Merchants Bank, National Association
Asset Advisors Investment Management
Charles Schwab Trust
Citadel Advisors
Bank of America Corporation

View all funds holding Schwab Strategic Tr