Position history for Wealthspire Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Wealthspire Advisors, LLC holds 13.5M shares of SCHD (SCHWAB STRATEGIC TR), worth $371.3M as of 2025-Q4. The position was decreased (-52.1% shares). SCHD represents 3.0% of Wealthspire Advisors, LLC's portfolio.
Current Value
$371.3M
Current Shares
13.5M
Total Value Change
-$11.6M
Total Shares Change
+8.6M
Other major holders of SCHD: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Decreased |
| 13.5M |
-52.1% |
| $371.3M |
| 3.0% |
| $27.63 |
0 |
| 2025-Q3 | Decreased | 28.3M | -2.4% | $772.1M | 4.0% | $26.83 | 0 |
| 2025-Q2 | Decreased | 29M | -1.9% | $768M | 4.3% | $25.87 | 0 |
| 2025-Q1 | Increased | 29.6M | +95.2% | $826.4M | 4.9% | $26.78 | 93 |
| 2024-Q4 | Increased | 15.1M | +195.8% | $413.7M | 4.1% | $26.20 | 92 |
| 2024-Q3 | Increased | 5.1M | +4.0% | $432.8M | 4.4% | $26.78 | 60 |
| 2024-Q2 | Decreased | 4.9M | -2.2% | $382.8M | 4.9% | $24.49 | 0 |