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SCHDSCHD
Showing 8 of 30 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in SCHWAB US DVD EQUITY ETF

COMMONWEALTH EQUITY SERVICES, LLC holds 9.6M shares of SCHD (SCHWAB US DVD EQUITY ETF), worth $304.6M as of 2026-Q2. The position was increased (+1.7% shares). SCHD represents 0.4% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$304.6M

Current Shares

9.6M

Total Value Change

-$57.3M

Total Shares Change

+5.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9.6M
+1.7%
$304.6M0.4%$31.71
38
2026-Q1
Decreased
9.4M
-5.6%
$289.8M0.4%$31.59
0
2025-Q4
Decreased
10M
-16.0%
$274.5M0.4%$27.63
0
2025-Q3
Decreased
11.9M
-0.7%
$325.4M0.4%$26.83
0
2025-Q2
Decreased
12M
-11.1%
$318.1M0.4%$25.87
0
2025-Q1
Increased
13.5M
+2.8%
$377.4M0.5%$26.78
45
2024-Q4
Increased
13.1M
+206.7%
$358.7M0.5%$26.20
71
2024-Q3
Increased
4.3M
+7.5%
$361.9M0.5%$26.78
47

Other major holders of SCHD: Steward Partners Investment Advisory, LLC, Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/

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