Position history for Wealthspire Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Wealthspire Advisors, LLC holds 13.3M shares of SCHD (SCHWAB STRATEGIC TR), worth $408.4M as of 2026-Q1. The position was decreased (-1.7% shares). SCHD represents 3.2% of Wealthspire Advisors, LLC's portfolio.
Current Value
$408.4M
Current Shares
13.3M
Total Value Change
+$25.6M
Total Shares Change
+8.4M
Other major holders of SCHD: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/
Decreased |
| 13.3M |
-1.7% |
| $408.4M |
| 3.2% |
| $31.59 |
0 |
| 2025-Q4 | 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 |