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SCHDSCHD
29 quarters

Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in SCHWAB STRATEGIC TR

Yes. Cetera Investment Advisers holds 25,487,103 shares of SCHD, worth $808.2M, as of its Q2 2026 13F filing. It increased the position by 1,302,580 shares (+5.4%) from Q1 2026. Cetera Investment Advisers has held SCHD since Q4 2020, across 23 quarterly 13F filings. SCHD is 0.7% of Cetera Investment Advisers' reported 13F portfolio.

Current Value

$808.2M

Current Shares

25.5M

Total Value Change

+$807.7M

Total Shares Change

+25.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
25.5M
+5.4%
$808.2M0.7%$31.46
47
2026-Q1
Decreased
24.2M
-30.1%
$742M0.8%$30.20
0
2025-Q4
Decreased
34.6M
-1.2%
$949.2M1.0%$26.77
0
2025-Q3
Increased
35M
+392.9%
$955.9M1.1%$26.37
81
2025-Q2
Increased
7.1M
+4.2%
$188.3M0.3%$25.36
38
2025-Q1
Increased
6.8M
+12.4%
$190.6M0.4%$26.50
41
2024-Q4
Increased
6.1M
+227.1%
$165.8M0.3%$25.66
59
2024-Q3
Decreased
1.9M
-6.1%
$156.8M0.3%$26.22
0
2024-Q2
Decreased
2M
-6.1%
$153.6M0.4%$23.90
0
2024-Q1
Increased
2.1M
+53.1%
$169.6M0.4%$24.53
51
2023-Q4
Decreased
1.4M
-17.9%
$104.6M0.8%$22.98
0
2023-Q3
Decreased
1.7M
-0.7%
$118.5M1.0%$21.14
0
2023-Q2
Decreased
1.7M
-34.3%
$122.5M1.0%$21.50
0
2023-Q1
Increased
2.6M
+5.6%
$187.8M1.6%$21.46
51
2022-Q4
Increased
2.4M
+4.2%
$183.6M1.7%$21.98
50
2022-Q3
Increased
2.3M
+7.3%
$155M3.1%$19.15
60
2022-Q2
Increased
2.2M
+4.9%
$155.8M2.5%$20.47
55
2022-Q1
Increased
2.1M
+17.1%
$163.6M2.3%$22.32
61
2021-Q4
Increased
1.8M
+9.8%
$143.1M2.0%$22.72
57
2021-Q3
Increased
1.6M
+15.4%
$119.7M1.9%$20.70
55
2021-Q2
Increased
1.4M
+24.3%
$105.6M1.7%$20.92
58
2021-Q1
Increased
1.1M
+39.8%
$81.9M1.6%$20.03
62
2020-Q4
New
803,360
-
$51.5M1.0%$17.49
67
2020-Q1
Exited
0
-100.0%
$00.0%$11.93
0
2019-Q4
Increased
6,626
+12.4%
$384,0000.0%$15.21
27
2019-Q3
Decreased
5,895
-25.9%
$323,0000.0%$14.27
0
2019-Q2
Decreased
7,951
-1.4%
$421,0000.1%$13.70
0
2019-Q1
Decreased
8,066
-28.2%
$422,0000.1%$13.39
0
2018-Q4
First report
11,240
-
$527,0000.1%$11.95
0

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

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