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COMMONWEALTH EQUITY SERVICES, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COMMONWEALTH EQUITY SERVICES, LLC on SCHD, newest first. How the timeline and the estimate are built.

COMMONWEALTH EQUITY SERVICES, LLC held 9,607,085 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,607,085 shares
    Change vs previous 13F +162,613 shares

    0.38% of the 13F portfolio, value $304,640,679.

    13F-HR 0000312272-26-000020 filed by COMMONWEALTH EQUITY SERVICES, LLC
    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 9,444,472 shares
    Change vs previous 13F -564,161 shares

    0.4% of the 13F portfolio, value $289,756,402.

    13F-HR 0000312272-26-000018 filed by COMMONWEALTH EQUITY SERVICES, LLC
    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 10,008,633 shares
    Change vs previous 13F -1,912,504 shares

    0.37% of the 13F portfolio, value $274,536,800.

    13F-HR 0000312272-26-000007 filed by COMMONWEALTH EQUITY SERVICES, LLC
    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 11,921,137 shares
    Change vs previous 13F -81,989 shares

    0.42% of the 13F portfolio, value $325,447,000.

    13F-HR 0000312272-25-000021 filed by COMMONWEALTH EQUITY SERVICES, LLC
    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 12,003,126 shares
    Change vs previous 13F -1,493,290 shares

    0.42% of the 13F portfolio, value $318,083,000.

    13F-HR 0000312272-25-000015 filed by COMMONWEALTH EQUITY SERVICES, LLC
    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 13,496,416 shares
    Change vs previous 13F +365,856 shares

    0.53% of the 13F portfolio, value $377,360,000.

    13F-HR 0000312272-25-000010 filed by COMMONWEALTH EQUITY SERVICES, LLC
    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 13,130,560 shares
    Change vs previous 13F +8,848,668 shares

    0.52% of the 13F portfolio, value $358,727,000.

    13F-HR 0000312272-25-000002 filed by COMMONWEALTH EQUITY SERVICES, LLC
    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 4,281,892 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $361,948,000.

    13F-HR 0000312272-24-000020 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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