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Disclosery

Equitable Holdings, Inc.: SCHD position timeline

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

Equitable Holdings, Inc. held 1,371,794 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,371,794 shares
    Change vs previous 13F +108,257 shares

    0.26% of the 13F portfolio, value $43,499,700.

    13F-HR 0001333986-26-000042 filed by Equitable Holdings, Inc.
    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 1,263,537 shares
    Change vs previous 13F +123,987 shares

    0.22% of the 13F portfolio, value $34,691,618.

    13F-HR 0001333986-26-000027 filed by Equitable Holdings, Inc.
    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 1,139,550 shares
    Change vs previous 13F -403,700 shares

    0.21% of the 13F portfolio, value $31,257,857.

    13F-HR 0001333986-26-000006 filed by Equitable Holdings, Inc.
    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 1,543,250 shares
    Change vs previous 13F -358,310 shares

    0.31% of the 13F portfolio, value $42,130,725.

    13F-HR 0001333986-25-000070 filed by Equitable Holdings, Inc.
    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 1,901,560 shares
    Change vs previous 13F +172,280 shares

    0.42% of the 13F portfolio, value $50,391,340.

    13F-HR 0001532155-25-000165 filed by Equitable Holdings, Inc.
    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 1,729,280 shares
    Change vs previous 13F +246,960 shares

    0.46% of the 13F portfolio, value $48,350,669.

    13F-HR 0001532155-25-000072 filed by Equitable Holdings, Inc.
    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 1,482,320 shares
    Change vs previous 13F +1,012,541 shares

    0.39% of the 13F portfolio, value $40,496,982.

    13F-HR 0001532155-25-000044 filed by Equitable Holdings, Inc.
    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 469,779 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $39,710,419.

    13F-HR 0001532155-24-000158 filed by Equitable Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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