Question 1

How many shares of SCHD does Kestra Advisory Services, LLC own?

Accepted Answer

As of 2026-Q2, Kestra Advisory Services, LLC holds 3.6M shares of SCHD (SCHWAB US DVD EQUITY ETF).

Question 2

What is Kestra Advisory Services, LLC's SCHD position worth?

Accepted Answer

As of 2026-Q2, Kestra Advisory Services, LLC's SCHD position is worth $115.3M.

Question 3

Is Kestra Advisory Services, LLC buying or selling SCHD?

Accepted Answer

In 2026-Q2, Kestra Advisory Services, LLC increased their SCHD position (+3.2% change in shares).

Question 4

When did Kestra Advisory Services, LLC first buy SCHD?

Accepted Answer

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in SCHD in 2020-Q3. They have held the position across 24 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	3.6M	+3.2%	$115.3M	0.4%	$31.71	37
2026-Q1	Increased	3.5M	+3.7%	$108.1M	0.4%	$31.59	37
2025-Q4	Decreased	3.4M	-1.4%	$93.2M	0.4%	$27.63	0
2025-Q3	Increased	3.4M	+28.8%	$94.1M	0.4%	$26.83	45
2025-Q2	Decreased	2.7M	-18.2%	$70.9M	0.3%	$25.87	0
2025-Q1	Decreased	3.3M	-29.9%	$91.5M	0.4%	$26.78	0
2024-Q4	Increased	4.7M	+196.6%	$127.6M	0.7%	$26.20	69
2024-Q3	Increased	1.6M	+3.3%	$133.1M	0.7%	$26.78	44
2024-Q2	Increased	1.5M	+13.2%	$117.7M	0.7%	$24.49	48
2024-Q1	Increased	1.3M	+7.7%	$108.6M	0.7%	$25.13	46
2023-Q4	Increased	1.3M	+7.6%	$95.2M	0.8%	$23.54	45
2023-Q3	Increased	1.2M	+6.0%	$82.3M	0.8%	$21.66	45
2023-Q2	Decreased	1.1M	-8.6%	$79.7M	0.8%	$21.85	0
2023-Q1	Increased	1.2M	+37.0%	$87.9M	1.0%	$21.73	55
2022-Q4	Increased	876,524	+4.9%	$66.2M	0.6%	$22.52	44
2022-Q3	Increased	835,253	+22.4%	$55.5M	0.6%	$19.86	50
2022-Q2	Increased	682,644	+13.5%	$48.9M	0.5%	$21.03	47
2022-Q1	Increased	601,557	+22.9%	$47.5M	0.5%	$23.15	42
2021-Q4	Decreased	489,276	-18.2%	$39.5M	0.4%	$23.24	0
2021-Q3	Increased	598,318	+86.5%	$44.4M	0.4%	$21.54	54
2021-Q2	Increased	320,840	+47.8%	$24.3M	0.3%	$21.32	47
2021-Q1	Decreased	217,101	-49.0%	$15.8M	0.2%	$20.60	0
2020-Q4	Increased	425,493	+249.5%	$27.1M	0.3%	$17.82	55
2020-Q3	New	121,741	-	$6.8M	0.1%	$15.21	45

SCHD24 quarters

SCHD
24 quarters