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OSAIC HOLDINGS, INC.: SCHD position timeline

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

OSAIC HOLDINGS, INC. held 10,869,562 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,869,562 shares
    Change vs previous 13F +1,315,834 shares

    0.41% of the 13F portfolio, value $344,702,394.

    13F-HR 0001677044-26-000006 filed by OSAIC 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 9,553,728 shares
    Change vs previous 13F +355,573 shares

    0.43% of the 13F portfolio, value $293,129,733.

    13F-HR 0001677044-26-000005 filed by OSAIC 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 9,198,155 shares
    Change vs previous 13F -2,659,720 shares

    0.37% of the 13F portfolio, value $252,327,948.

    13F-HR 0001677044-26-000002 filed by OSAIC 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 11,857,875 shares
    Change vs previous 13F +593,265 shares

    0.46% of the 13F portfolio, value $327,121,287.

    13F-HR 0001677044-25-000022 filed by OSAIC 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/A 11,264,610 shares
    Change vs previous 13F +1,217,005 shares

    0.53% of the 13F portfolio, value $298,683,629.

    13F-HR/A 0001677044-25-000019 filed by OSAIC 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 10,047,605 shares
    Change vs previous 13F +1,034,229 shares

    0.63% of the 13F portfolio, value $280,955,019.

    13F-HR 0001677044-25-000007 filed by OSAIC 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/A 9,013,376 shares
    Change vs previous 13F +5,744,196 shares

    0.55% of the 13F portfolio, value $246,262,085.

    13F-HR/A 0001677044-25-000012 filed by OSAIC 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 3,269,180 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $276,287,598.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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