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SCHDSCHD
29 quarters

Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in SCHWAB US DVD EQUITY ETF

Cetera Investment Advisers holds 25.5M shares of SCHD (SCHWAB US DVD EQUITY ETF), worth $808.2M as of 2026-Q2. The position was increased (+5.4% shares). SCHD represents 0.7% of Cetera Investment Advisers's 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%$31.71
47
2026-Q1
Decreased
24.2M
-30.1%
$742M0.8%$31.59
0
2025-Q4
Decreased
34.6M
-1.2%
$949.2M1.0%$27.63
0
2025-Q3
Increased
35M
+392.9%
$955.9M1.1%$26.83
81
2025-Q2
Increased
7.1M
+4.2%
$188.3M0.3%$25.87
38
2025-Q1
Increased
6.8M
+12.4%
$190.6M0.4%$26.78
41
2024-Q4
Increased
6.1M
+227.1%
$165.8M0.3%$26.20
59
2024-Q3
Decreased
1.9M
-6.1%
$156.8M0.3%$26.78
0
2024-Q2
Decreased
2M
-6.1%
$153.6M0.4%$24.49
0
2024-Q1
Increased
2.1M
+53.1%
$169.6M0.4%$25.13
51
2023-Q4
Decreased
1.4M
-17.9%
$104.6M0.8%$23.54
0
2023-Q3
Decreased
1.7M
-0.7%
$118.5M1.0%$21.66
0
2023-Q2
Decreased
1.7M
-34.3%
$122.5M1.0%$21.85
0
2023-Q1
Increased
2.6M
+5.6%
$187.8M1.6%$21.73
51
2022-Q4
Increased
2.4M
+4.2%
$183.6M1.7%$22.52
50
2022-Q3
Increased
2.3M
+7.3%
$155M3.1%$19.86
60
2022-Q2
Increased
2.2M
+4.9%
$155.8M2.5%$21.03
55
2022-Q1
Increased
2.1M
+17.1%
$163.6M2.3%$23.15
61
2021-Q4
Increased
1.8M
+9.8%
$143.1M2.0%$23.24
57
2021-Q3
Increased
1.6M
+15.4%
$119.7M1.9%$21.54
55
2021-Q2
Increased
1.4M
+24.3%
$105.6M1.7%$21.32
58
2021-Q1
Increased
1.1M
+39.8%
$81.9M1.6%$20.60
62
2020-Q4
New
803,360
-
$51.5M1.0%$17.82
67
2020-Q1
Exited
0
-100.0%
$00.0%$12.43
0
2019-Q4
Increased
6,626
+12.4%
$384,0000.0%$15.55
27
2019-Q3
Decreased
5,895
-25.9%
$323,0000.0%$14.55
0
2019-Q2
Decreased
7,951
-1.4%
$421,0000.1%$14.04
0
2019-Q1
Decreased
8,066
-28.2%
$422,0000.1%$13.72
0
2018-Q4
New
11,240
-
$527,0000.1%$12.14
33

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

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