LPL Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
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.