Schwab Strategic Tr shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Schwab Strategic Tr
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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 |
|---|---|---|---|
| 2025-12-31 | $1.7M | 67k | 25.76 |
| 2025-09-30 | $1.1M | 42k | 25.61 |
| 2025-06-30 | $862k | 34k | 25.18 |
| 2025-03-31 | $987k | 39k | 25.37 |
| 2024-12-31 | $429k | 17k | 25.68 |
| 2024-09-30 | $370k | 7.1k | 52.53 |
| 2024-03-31 | $245k | 4.7k | 52.05 |
| 2023-12-31 | $212k | 4.0k | 52.61 |
| 2023-09-30 | $166k | 3.3k | 49.58 |