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SCHF
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Position history for Wealthspire Advisors, LLC's holdings in SCHWAB STRATEGIC TR

Wealthspire Advisors, LLC holds 12.2M shares of SCHF (SCHWAB STRATEGIC TR), worth $302.2M as of 2026-Q1. The position was increased (+12.0% shares). SCHF represents 2.4% of Wealthspire Advisors, LLC's portfolio.

Current Value

$302.2M

Current Shares

12.2M

Total Value Change

+$113.4M

Total Shares Change

+7.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
12.2M
+12.0%
$302.2M2.4%$25.64
59
2025-Q4
Decreased
10.9M
-49.5%
$262M2.1%$24.20
0
2025-Q3
Increased
21.6M
+0.3%
$502.6M2.6%$22.54
54
2025-Q2
Increased
21.5M
+5.2%
$475.7M2.7%$21.44
57
2025-Q1
Increased
20.5M
+100.6%
$404.7M2.4%$19.28
86
2024-Q4
Increased
10.2M
+105.6%
$188.7M1.9%$17.88
78
2024-Q3
Increased
5M
+0.9%
$203.9M2.1%$19.52
53
2024-Q2
Increased
4.9M
+0.1%
$188.8M2.4%$18.15
52

Other major holders of SCHF: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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