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SCHD
Showing 8 of 29 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLC's holdings in SCHWAB STRATEGIC TR

COMMONWEALTH EQUITY SERVICES, LLC holds 9.4M shares of SCHD (SCHWAB STRATEGIC TR), worth $289.8M as of 2026-Q1. The position was decreased (-5.6% shares). SCHD represents 0.4% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$289.8M

Current Shares

9.4M

Total Value Change

-$20.1M

Total Shares Change

+5.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
2024-Q2
Decreased
4M
-10.4%
$309.8M0.5%$24.49
0

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

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