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
Other major holders of SCHD: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/
Increased |
| 9.6M |
+3.9% |
| $293.1M |
| 0.4% |
| $31.59 |
38 |
| 2025-Q4 | Decreased | 9.2M | -22.4% | $252.3M | 0.4% | $27.63 | 0 |
| 2025-Q3 | Increased | 11.9M | +5.3% | $327.1M | 0.5% | $26.83 | 39 |
| 2025-Q2 | Increased | 11.3M | +12.1% | $298.7M | 0.5% | $25.87 | 49 |
| 2025-Q1 | Increased | 10M | +11.5% | $281M | 0.6% | $26.78 | 48 |
| 2024-Q4 | Increased | 9M | +175.7% | $246.3M | 0.6% | $26.20 | 70 |
| 2024-Q3 | Decreased | 3.3M | -3.0% | $276.3M | 0.6% | $26.78 | 0 |
| 2024-Q2 | Decreased | 3.4M | -19.7% | $262.1M | 0.6% | $24.49 | 0 |