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SCHDSCHD
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Position history for D.A. DAVIDSON & CO.D.A. DAVIDSON & CO.'s holdings in SCHWAB US DVD EQUITY ETF

D.A. DAVIDSON & CO. holds 2M shares of SCHD (SCHWAB US DVD EQUITY ETF), worth $62M as of 2026-Q2. The position was decreased (-0.1% shares). SCHD represents 0.3% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$62M

Current Shares

2M

Total Value Change

-$33.2M

Total Shares Change

+829,315

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2M
-0.1%
$62M0.3%$31.71
0
2026-Q1
Decreased
2M
-12.3%
$60M0.4%$31.59
0
2025-Q4
Increased
2.2M
+2.0%
$61.2M0.4%$27.63
36
2025-Q3
Increased
2.2M
+3.5%
$59.7M0.4%$26.83
36
2025-Q2
Increased
2.1M
+15.6%
$56M0.4%$25.87
40
2025-Q1
Decreased
1.8M
-47.6%
$51.1M0.4%$26.78
0
2024-Q4
Increased
3.5M
+209.7%
$95.3M0.8%$26.20
68
2024-Q3
Increased
1.1M
+4.7%
$95.2M0.8%$26.78
44

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

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