LPL Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $947M | Sell |
30,861,601
-1,291,833
| -4% | -$39.2M | 0.25% | 74 |
|
|
2025
Q4 | $882M | Sell |
32,153,434
-4,139,914
| -11% | -$113M | 0.24% | 89 |
|
|
2025
Q3 | $991M | Sell |
36,293,348
-2,922,645
| -7% | -$79.7M | 0.29% | 64 |
|
|
2025
Q2 | $1.04B | Buy |
39,215,993
+430,511
| +1% | +$11.2M | 0.35% | 57 |
|
|
2025
Q1 | $1.08B | Buy |
38,785,482
+2,470,706
| +7% | +$68.9M | 0.42% | 46 |
|
|
2024
Q4 | $992M | Buy |
36,314,776
+1,720,606
| +5% | +$48.9M | 0.4% | 47 |
|
|
2024
Q3 | $975M | Buy |
34,594,170
+1,052,616
| +3% | +$28.7M | 0.43% | 44 |
|
|
2024
Q2 | $869M | Buy |
33,541,554
+1,017,768
| +3% | +$26.5M | 0.43% | 43 |
|
|
2024
Q1 | $874M | Sell |
32,523,786
-1,887,588
| -5% | -$48.8M | 0.47% | 40 |
|
|
2023
Q4 | $873M | Buy |
34,411,374
+593,769
| +2% | +$14.1M | 0.53% | 29 |
|
|
2023
Q3 | $798M | Buy |
33,817,605
+1,511,910
| +5% | +$37.1M | 0.56% | 30 |
|
|
2023
Q2 | $782M | Buy |
32,305,695
+1,961,586
| +6% | +$46.9M | 0.56% | 32 |
|
|
2023
Q1 | $740M | Buy |
30,344,109
+3,330,267
| +12% | +$83.3M | 0.58% | 31 |
|
|
2022
Q4 | $680M | Buy |
27,013,842
+4,056,492
| +18% | +$100M | 0.58% | 29 |
|
|
2022
Q3 | $508M | Buy |
22,957,350
+2,261,601
| +11% | +$54.9M | 0.49% | 40 |
|
|
2022
Q2 | $494M | Buy |
20,695,749
+4,379,430
| +27% | +$111M | 0.47% | 40 |
|
|
2022
Q1 | $429M | Buy |
16,316,319
+1,995,183
| +14% | +$52.2M | 0.37% | 56 |
|
|
2021
Q4 | $386M | Buy |
14,321,136
+1,954,029
| +16% | +$50.8M | 0.32% | 63 |
|
|
2021
Q3 | $306M | Buy |
12,367,107
+1,664,436
| +16% | +$42.3M | 0.29% | 73 |
|
|
2021
Q2 | $270M | Buy |
10,702,671
+1,909,551
| +22% | +$48.2M | 0.27% | 76 |
|
|
2021
Q1 | $214M | Buy |
8,793,120
+1,488,048
| +20% | +$33.8M | 0.25% | 84 |
|
|
2020
Q4 | $156M | Buy |
7,305,072
+1,628,613
| +29% | +$33M | 0.2% | 100 |
|
|
2020
Q3 | $105M | Buy |
5,676,459
+769,290
| +16% | +$14.2M | 0.16% | 124 |
|
|
2020
Q2 | $84.6M | Buy |
4,907,169
+192,708
| +4% | +$3.25M | 0.15% | 137 |
|
|
2020
Q1 | $70.7M | Buy |
4,714,461
+362,916
| +8% | +$6.52M | 0.15% | 133 |
|
|
2019
Q4 | $84M | Buy |
4,351,545
+588,246
| +16% | +$11M | 0.15% | 126 |
|
|
2019
Q3 | $68.7M | Buy |
3,763,299
+560,952
| +18% | +$10M | 0.14% | 133 |
|
|
2019
Q2 | $56.6M | Buy |
3,202,347
+370,929
| +13% | +$6.52M | 0.12% | 158 |
|
|
2019
Q1 | $49.3M | Buy |
2,831,418
+162,378
| +6% | +$2.73M | 0.11% | 170 |
|
|
2018
Q4 | $41.8M | Buy |
2,669,040
+1,048,839
| +65% | +$17.5M | 0.11% | 164 |
|
|
2018
Q3 | $28.6M | Buy |
1,620,201
+298,215
| +23% | +$5.16M | 0.07% | 236 |
|
|
2018
Q2 | $21.7M | Buy |
1,321,986
+86,652
| +7% | +$1.43M | 0.06% | 265 |
|
|
2018
Q1 | $20.2M | Buy |
1,235,334
+312,045
| +34% | +$5.32M | 0.06% | 269 |
|
|
2017
Q4 | $15.7M | Buy |
923,289
+113,196
| +14% | +$1.86M | 0.05% | 307 |
|
|
2017
Q3 | $12.6M | Buy |
810,093
+18,849
| +2% | +$288K | 0.04% | 319 |
|
|
2017
Q2 | $11.9M | Buy |
791,244
+48,420
| +7% | +$726K | 0.05% | 323 |
|
|
2017
Q1 | $11M | Buy |
742,824
+40,758
| +6% | +$601K | 0.07% | 218 |
|
|
2016
Q4 | $10.3M | Buy |
702,066
+27,651
| +4% | +$393K | 0.08% | 212 |
|
|
2016
Q3 | $9.4M | Buy |
674,415
+86,649
| +15% | +$1.22M | 0.09% | 201 |
|
|
2016
Q2 | $8.13M | Sell |
587,766
-430,836
| -42% | -$5.81M | 0.07% | 235 |
|
|
2016
Q1 | $13.6M | Sell |
1,018,602
-178,482
| -15% | -$2.26M | 0.04% | 363 |
|
|
2015
Q4 | $15.3M | Buy |
1,197,084
+610,926
| +104% | +$7.87M | 0.04% | 330 |
|
|
2015
Q3 | $7.27M | Sell |
586,158
-23,292
| -4% | -$291K | 0.04% | 352 |
|
|
2015
Q2 | $7.8M | Buy |
609,450
+63,807
| +12% | +$845K | 0.04% | 376 |
|
|
2015
Q1 | $7.13M | Buy |
545,643
+122,358
| +29% | +$1.63M | 0.04% | 393 |
|
|
2014
Q4 | $5.62M | Buy |
423,285
+70,872
| +20% | +$927K | 0.03% | 437 |
|
|
2014
Q3 | $4.47M | Buy |
352,413
+16,596
| +5% | +$213K | 0.03% | 503 |
|
|
2014
Q2 | $4.28M | Buy |
335,817
+23,490
| +8% | +$295K | 0.03% | 535 |
|
|
2014
Q1 | $3.84M | Buy |
312,327
+238,116
| +321% | +$2.86M | 0.02% | 539 |
|
|
2013
Q4 | $907K | Buy |
74,211
+14,022
| +23% | +$166K | 0.01% | 1294 |
|
|
2013
Q3 | $686K | Sell |
60,189
-615
| -1% | -$6.94K | ﹤0.01% | 1427 |
|
|
2013
Q2 | $663K | Buy |
+60,804
| New | +$666K | ﹤0.01% | 1374 |
|
Other funds holding SCHD
RIM
SLI
WANY
LPL Financial's SCHD Position: Q1 2026 in Review
LPL Financial reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4% in Q1 2026, selling an estimated $39.2M and leaving 30,861,601 shares worth $947M. The position accounts for 0.25% of the portfolio, ranked #74.
LPL Financial first reported a position in SCHD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.08B in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- LPL Financial held 30,861,601 shares of Schwab US Dividend Equity ETF worth $947M as of Q1 2026.
- LPL Financial sold 1,291,833 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $39.2M.
- Schwab US Dividend Equity ETF made up 0.25% of LPL Financial's portfolio in Q1 2026, its #74 holding.
- LPL Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's Schwab US Dividend Equity ETF position peaked at $1.08B in Q1 2025.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.