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SCHD
Showing 8 of 27 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
13.3M
-1.7%
$408.4M3.2%$31.59
0
2025-Q4
Decreased
13.5M
-52.1%
$371.3M3.0%$27.63
0
2025-Q3
Decreased
28.3M
-2.4%
$772.1M4.0%$26.83
0
2025-Q2
Decreased
29M
-1.9%
$768M4.3%$25.87
0
2025-Q1
Increased
29.6M
+95.2%
$826.4M4.9%$26.78
93
2024-Q4
Increased
15.1M
+195.8%
$413.7M4.1%$26.20
92
2024-Q3
Increased
5.1M
+4.0%
$432.8M4.4%$26.78
60
2024-Q2
Decreased
4.9M
-2.2%
$382.8M4.9%$24.49
0

Other major holders of SCHD: Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/

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