Position history for NewEdge Advisors, LLC's holdings in SCHWAB STRATEGIC TR
NewEdge Advisors, LLC holds 490,058 shares of SCHD (SCHWAB STRATEGIC TR), worth $13.7M as of 2026-Q1. The position was decreased (-53.4% shares). SCHD represents 0.6% of NewEdge Advisors, LLC's portfolio.
Current Value
$13.7M
Current Shares
490,058
Total Value Change
-$20.3M
Total Shares Change
+52,088
Other major holders of SCHD: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/
Decreased |
| 490,058 |
-53.4% |
| $13.7M |
| 0.6% |
| $31.59 |
0 |
| 2025-Q4 | Increased | 1.1M | +11.8% | $28.9M | 0.1% | $27.63 | 38 |
| 2025-Q3 | Increased | 941,057 | +11.9% | $25.7M | 0.1% | $26.83 | 38 |
| 2025-Q2 | Decreased | 840,628 | -10.6% | $22.3M | 0.1% | $25.87 | 0 |
| 2025-Q1 | Increased | 940,551 | +1.4% | $26.3M | 0.2% | $26.78 | 35 |
| 2024-Q4 | Increased | 927,418 | +111.1% | $25.3M | 0.2% | $26.20 | 55 |
| 2024-Q3 | Increased | 439,342 | +0.3% | $37.1M | 0.2% | $26.78 | 35 |
| 2024-Q2 | Increased | 437,970 | +11.6% | $34.1M | 0.2% | $24.49 | 39 |