Position history for Steward Partners Investment Advisory, LLC's holdings in SCHWAB STRATEGIC TR
Steward Partners Investment Advisory, LLC holds 1.6M shares of SCHD (SCHWAB STRATEGIC TR), worth $49.1M as of 2026-Q1. The position was increased (+2.6% shares). SCHD represents 0.3% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$49.1M
Current Shares
1.6M
Total Value Change
-$1.7M
Total Shares Change
+947,235
Other major holders of SCHD: Kestra Advisory Services, LLC, Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/
Increased |
| 1.6M |
+2.6% |
| $49.1M |
| 0.3% |
| $31.59 |
36 |
| 2025-Q4 | Decreased | 1.6M | -23.3% | $42.8M | 0.2% | $27.63 | 0 |
| 2025-Q3 | Decreased | 2M | -0.6% | $55.6M | 0.3% | $26.83 | 0 |
| 2025-Q2 | Decreased | 2M | -1.3% | $54.3M | 0.4% | $25.87 | 0 |
| 2025-Q1 | Decreased | 2.1M | -2.6% | $58M | 0.5% | $26.78 | 0 |
| 2024-Q4 | Increased | 2.1M | +219.9% | $58.2M | 0.5% | $26.20 | 67 |
| 2024-Q3 | Increased | 666,186 | +1.8% | $56.3M | 0.5% | $26.78 | 42 |
| 2024-Q2 | Increased | 654,337 | +9.5% | $50.9M | 0.5% | $24.49 | 45 |