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SCHDSCHD
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Position history for WAWealthspire Advisors, LLC's holdings in SCHWAB US DVD EQUITY ETF

Wealthspire Advisors, LLC holds 13.6M shares of SCHD (SCHWAB US DVD EQUITY ETF), worth $430.4M as of 2026-Q2. The position was increased (+2.0% shares). SCHD represents 2.4% of Wealthspire Advisors, LLC's portfolio.

Current Value

$430.4M

Current Shares

13.6M

Total Value Change

-$2.3M

Total Shares Change

+8.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
13.6M
+2.0%
$430.4M2.4%$31.71
55
2026-Q1
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

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

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