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 $42.8M as of 2025-Q4. The position was decreased (-23.3% shares). SCHD represents 0.2% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$42.8M
Current Shares
1.6M
Total Value Change
-$8.1M
Total Shares Change
+906,811
Other major holders of SCHD: Kestra Advisory Services, LLC, BANK OF AMERICA CORP /DE/, Rakuten Investment Management, Inc.
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 |