Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in SCHWAB STRATEGIC TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.9M shares of SCHD (SCHWAB STRATEGIC TR), worth $58.6M as of 2026-Q1. The position was increased (+3.0% shares). SCHD represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$58.6M
Current Shares
1.9M
Total Value Change
+$49.2M
Total Shares Change
+1.8M
Other major holders of SCHD: Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/
Increased |
| 1.9M |
+3.0% |
| $58.6M |
| 0.4% |
| $31.59 |
36 |
| 2025-Q4 | Increased | 1.9M | +505.1% | $50.9M | 0.3% | $27.63 | 57 |
| 2025-Q3 | Increased | 306,706 | +2.7% | $8.4M | 0.1% | $26.83 | 28 |
| 2025-Q2 | Decreased | 298,599 | -6.2% | $7.9M | 0.1% | $25.87 | 0 |
| 2025-Q1 | Decreased | 318,257 | -3.1% | $8.9M | 0.1% | $26.78 | 0 |
| 2024-Q4 | Increased | 328,384 | +183.5% | $9M | 0.1% | $26.20 | 44 |
| 2024-Q3 | Decreased | 115,842 | -5.0% | $9.8M | 0.1% | $26.78 | 0 |
| 2024-Q2 | Decreased | 121,969 | -12.7% | $9.5M | 0.1% | $24.49 | 0 |