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MML INVESTORS SERVICES, LLC: SCHD position timeline

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

MML INVESTORS SERVICES, LLC held 6,750,017 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,750,017 shares
    Change vs previous 13F +1,381,434 shares

    0.44% of the 13F portfolio, value $214,043,041.

    13F-HR 0000701059-26-000016 filed by MML INVESTORS 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 5,368,583 shares
    Change vs previous 13F -929,651 shares

    0.46% of the 13F portfolio, value $164,708,130.

    13F-HR 0000701059-26-000012 filed by MML INVESTORS 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 6,298,234 shares
    Change vs previous 13F +345,987 shares

    0.42% of the 13F portfolio, value $172,760,558.

    13F-HR 0000701059-26-000002 filed by MML INVESTORS 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 5,952,247 shares
    Change vs previous 13F -106,395 shares

    0.43% of the 13F portfolio, value $162,496,340.

    13F-HR 0000701059-25-000019 filed by MML INVESTORS 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 6,058,642 shares
    Change vs previous 13F +185,649 shares

    0.46% of the 13F portfolio, value $160,554,000.

    13F-HR 0000701059-25-000016 filed by MML INVESTORS 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 5,872,993 shares
    Change vs previous 13F +483,132 shares

    0.55% of the 13F portfolio, value $164,209,000.

    13F-HR 0000701059-25-000010 filed by MML INVESTORS 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 5,389,861 shares
    Change vs previous 13F +3,667,582 shares

    0.51% of the 13F portfolio, value $147,251,000.

    13F-HR 0000701059-25-000001 filed by MML INVESTORS 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 1,722,279 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $145,584,000.

    13F-HR 0000701059-24-000015 filed by MML INVESTORS SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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