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Cetera Investment Advisers: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on SCHD, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 25,487,103 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,487,103 shares
    Change vs previous 13F +1,302,580 shares

    0.74% of the 13F portfolio, value $808,196,035.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,184,523 shares
    Change vs previous 13F -10,421,505 shares

    0.79% of the 13F portfolio, value $741,981,149.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,606,028 shares
    Change vs previous 13F -409,891 shares

    1.04% of the 13F portfolio, value $949,243,367.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,015,919 shares
    Change vs previous 13F +27,911,798 shares

    1.11% of the 13F portfolio, value $955,934,610.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,104,121 shares
    Change vs previous 13F +285,560 shares

    0.32% of the 13F portfolio, value $188,259,204.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,818,561 shares
    Change vs previous 13F +749,871 shares

    0.37% of the 13F portfolio, value $190,647,001.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,068,690 shares
    Change vs previous 13F +4,213,232 shares

    0.35% of the 13F portfolio, value $165,796,621.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,855,458 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $156,841,891.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).