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SCHDSCHD
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in SCHWAB US DVD EQUITY ETF

LPL Financial LLC holds 33.5M shares of SCHD (SCHWAB US DVD EQUITY ETF), worth $1.1B as of 2026-Q2. The position was increased (+8.5% shares). SCHD represents 0.2% of LPL Financial LLC's portfolio.

Current Value

$1.1B

Current Shares

33.5M

Total Value Change

+$1B

Total Shares Change

+32.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
33.5M
+8.5%
$1.1B0.2%$31.71
41
2026-Q1
Decreased
30.9M
-4.0%
$946.8M0.3%$31.59
0
2025-Q4
Decreased
32.2M
-11.4%
$882M0.2%$27.63
0
2025-Q3
Decreased
36.3M
-7.5%
$990.8M0.3%$26.83
0
2025-Q2
Increased
39.2M
+1.1%
$1B0.3%$25.87
38
2025-Q1
Increased
38.8M
+6.8%
$1.1B0.4%$26.78
41
2024-Q4
Increased
36.3M
+214.9%
$992.1M0.4%$26.20
62
2024-Q3
Increased
11.5M
+3.1%
$974.7M0.4%$26.78
39
2024-Q2
Increased
11.2M
+3.1%
$869.4M0.4%$24.49
39
2024-Q1
Decreased
10.8M
-5.5%
$874.1M0.5%$25.13
0
2023-Q4
Increased
11.5M
+1.8%
$873.2M0.5%$23.54
46
2023-Q3
Increased
11.3M
+4.7%
$797.6M0.6%$21.66
47
2023-Q2
Increased
10.8M
+6.5%
$782M0.6%$21.85
48
2023-Q1
Increased
10.1M
+12.3%
$740M0.6%$21.73
50
2022-Q4
Increased
9M
+17.7%
$680.2M0.6%$22.52
52
2022-Q3
Increased
7.7M
+10.9%
$508.4M0.5%$19.86
42
2022-Q2
Increased
6.9M
+26.8%
$494.1M0.5%$21.03
46
2022-Q1
Increased
5.4M
+13.9%
$429.1M0.4%$23.15
42
2021-Q4
Increased
4.8M
+15.8%
$385.9M0.3%$23.24
43
2021-Q3
Increased
4.1M
+15.6%
$306M0.3%$21.54
43
2021-Q2
Increased
3.6M
+21.7%
$269.8M0.3%$21.32
44
2021-Q1
Increased
2.9M
+20.4%
$213.7M0.2%$20.60
44
2020-Q4
Increased
2.4M
+28.7%
$156.2M0.2%$17.82
45
2020-Q3
Increased
1.9M
+15.7%
$104.6M0.2%$15.21
41
2020-Q2
Increased
1.6M
+4.1%
$84.6M0.1%$14.01
37
2020-Q1
Increased
1.6M
+8.3%
$70.7M0.2%$12.43
38
2019-Q4
Increased
1.5M
+15.6%
$84M0.2%$15.55
41
2019-Q3
Increased
1.3M
+17.5%
$68.7M0.1%$14.55
41
2019-Q2
Increased
1.1M
+13.1%
$56.7M0.1%$14.04
40
2019-Q1
Increased
943,806
+6.1%
$49.3M0.1%$13.72
37
2018-Q4
New
889,680
-
$41.8M0.1%$12.14
48

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

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