Schwab Strategic Tr shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) 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 | $786k | 31k | 25.61 |
| 2025-06-30 | $803k | 32k | 25.18 |
| 2025-03-31 | $754k | 30k | 25.37 |
| 2024-12-31 | $609k | 24k | 25.68 |
| 2024-09-30 | $488k | 9.3k | 52.53 |
| 2024-06-30 | $411k | 8.0k | 51.40 |
| 2024-03-31 | $285k | 5.5k | 52.05 |
| 2023-12-31 | $286k | 5.4k | 52.61 |