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SCHD
Showing 8 of 25 quarters

Position history for OSAIC HOLDINGS, INC.'s holdings in SCHWAB STRATEGIC TR

OSAIC HOLDINGS, INC. holds 9.6M shares of SCHD (SCHWAB STRATEGIC TR), worth $293.1M as of 2026-Q1. The position was increased (+3.9% shares). SCHD represents 0.4% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$293.1M

Current Shares

9.6M

Total Value Change

+$31M

Total Shares Change

+6.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
9.6M
+3.9%
$293.1M0.4%$31.59
38
2025-Q4
Decreased
9.2M
-22.4%
$252.3M0.4%$27.63
0
2025-Q3
Increased
11.9M
+5.3%
$327.1M0.5%$26.83
39
2025-Q2
Increased
11.3M
+12.1%
$298.7M0.5%$25.87
49
2025-Q1
Increased
10M
+11.5%
$281M0.6%$26.78
48
2024-Q4
Increased
9M
+175.7%
$246.3M0.6%$26.20
70
2024-Q3
Decreased
3.3M
-3.0%
$276.3M0.6%$26.78
0
2024-Q2
Decreased
3.4M
-19.7%
$262.1M0.6%$24.49
0

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

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