Schwab Strategic Tr shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 570k | 25.61 |
| 2025-06-30 | $12M | 462k | 25.18 |
| 2025-03-31 | $4.4M | 175k | 25.37 |
| 2024-12-31 | $1.5M | 58k | 25.68 |
| 2024-09-30 | $735k | 14k | 52.53 |
| 2024-06-30 | $976k | 19k | 51.40 |
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