Position history for Allworth Financial LP's holdings in SCHWAB STRATEGIC TR
Allworth Financial LP holds 2.7M shares of SCHD (SCHWAB STRATEGIC TR), worth $75.1M as of 2025-Q4. The position was increased (++20.5% shares). SCHD represents 0.3% of Allworth Financial LP's portfolio.
Current Value
$75.1M
Current Shares
2.7M
Total Value Change
+$30.5M
Total Shares Change
+2.2M
Other major holders of SCHD: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 2.7M |
+20.5% |
| $75.1M |
| 0.3% |
| $27.63 |
42 |
| 2025-Q3 | Increased | 2.3M | +4.1% | $62M | 0.3% | $26.83 | 37 |
| 2025-Q2 | Increased | 2.2M | +1.9% | $57.8M | 0.3% | $25.87 | 36 |
| 2025-Q1 | Increased | 2.1M | +1.9% | $55M | 0.3% | $26.78 | 36 |
| 2024-Q4 | Increased | 2.1M | +275.5% | $58.7M | 0.3% | $26.20 | 57 |
| 2024-Q3 | Increased | 559,447 | +1.8% | $47.3M | 0.3% | $26.78 | 36 |
| 2024-Q2 | Increased | 549,437 | +181.7% | $44.6M | 0.3% | $24.49 | 56 |