Question 1

How many shares of SCHD does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 1.7M shares of SCHD (SCHWAB US DVD EQUITY ETF).

Question 2

What is Steward Partners Investment Advisory, LLC's SCHD position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's SCHD position is worth $54.5M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling SCHD?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their SCHD position (+7.4% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy SCHD?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in SCHD in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.7M	+7.4%	$54.5M	0.3%	$31.71	38
2026-Q1	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
2024-Q1	Increased	597,341	+47.6%	$48.2M	0.5%	$25.13	57
2023-Q4	Increased	404,679	+65.4%	$30.8M	0.4%	$23.54	50
2023-Q3	Increased	244,639	+1.9%	$17.3M	0.3%	$21.66	34
2023-Q2	Decreased	240,105	-29.6%	$17.4M	0.3%	$21.85	0
2023-Q1	Increased	340,840	+16.7%	$24.9M	0.4%	$21.73	40
2022-Q4	Increased	292,010	+13.2%	$22.1M	0.4%	$22.52	39
2022-Q3	Increased	258,057	+13.1%	$17.1M	0.3%	$19.86	38
2022-Q2	Increased	228,119	+2.0%	$16.3M	0.3%	$21.03	34
2022-Q1	Increased	223,618	+14.1%	$17.6M	0.3%	$23.15	38
2021-Q4	Increased	196,020	+7.1%	$15.8M	0.2%	$23.24	36
2021-Q3	Increased	183,037	+44.8%	$13.6M	0.2%	$21.54	45
2021-Q2	Increased	126,399	+6.7%	$9.6M	0.2%	$21.32	35
2021-Q1	Increased	118,478	+550.8%	$4.3B	0.1%	$20.60	51
2020-Q4	Increased	18,205	+17.1%	$1.2M	0.0%	$17.82	29
2020-Q3	Increased	15,548	+69.9%	$860,000	0.0%	$15.21	37
2020-Q2	Increased	9,149	+415.1%	$473,000	0.0%	$14.01	39
2020-Q1	Decreased	1,776	-40.6%	$79,000	0.0%	$12.43	0
2019-Q4	Unchanged	2,988	0.0%	$173,000	0.0%	$15.55	0
2019-Q3	Unchanged	2,988	0.0%	$163,000	0.0%	$14.55	0
2019-Q2	New	2,988	-	$158,000	0.0%	$14.04	31

SCHD29 quarters

SCHD
29 quarters