LPL Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

LPL Financial’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$282K	Buy	8,900 +500	+6%	+$15.9K	﹤0.01%	5501
2026 Q1	$258K	Buy	+8,400	New	+$255K	﹤0.01%	5308

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial's SCHD Position: Q2 2026 in Review

LPL Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.5% in Q2 2026, buying an estimated $83.6M and bringing the position to 33,495,236 shares worth $1.06B. The position accounts for 0.24% of the portfolio, ranked #83.

LPL Financial first reported a position in SCHD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.08B in Q1 2025. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

LPL Financial held 33,495,236 shares of Schwab US Dividend Equity ETF worth $1.06B as of Q2 2026.
LPL Financial bought 2,633,635 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $83.6M.
Schwab US Dividend Equity ETF made up 0.24% of LPL Financial's portfolio in Q2 2026, its #83 holding.
LPL Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2013 and has held it in 53 quarters since.
LPL Financial's Schwab US Dividend Equity ETF position peaked at $1.08B in Q1 2025.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.