Position history for Wealthspire Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Wealthspire Advisors, LLC holds 10.9M shares of SCHF (SCHWAB STRATEGIC TR), worth $262M as of 2025-Q4. The position was decreased (-49.5% shares). SCHF represents 2.1% of Wealthspire Advisors, LLC's portfolio.
Current Value
$262M
Current Shares
10.9M
Total Value Change
+$73.2M
Total Shares Change
+6M
Other major holders of SCHF: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Decreased |
| 10.9M |
-49.5% |
| $262M |
| 2.1% |
| $24.20 |
0 |
| 2025-Q3 | Increased | 21.6M | +0.3% | $502.6M | 2.6% | $22.54 | 54 |
| 2025-Q2 | Increased | 21.5M | +5.2% | $475.7M | 2.7% | $21.44 | 57 |
| 2025-Q1 | Increased | 20.5M | +100.6% | $404.7M | 2.4% | $19.28 | 86 |
| 2024-Q4 | Increased | 10.2M | +105.6% | $188.7M | 1.9% | $17.88 | 78 |
| 2024-Q3 | Increased | 5M | +0.9% | $203.9M | 2.1% | $19.52 | 53 |
| 2024-Q2 | Increased | 4.9M | +0.1% | $188.8M | 2.4% | $18.15 | 52 |