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Wealthspire Advisors, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on SCHD, newest first. How the timeline and the estimate are built.

Wealthspire Advisors, LLC held 13,574,503 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,574,503 shares
    Change vs previous 13F +263,057 shares

    2.37% of the 13F portfolio, value $430,447,471.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,311,446 shares
    Change vs previous 13F -224,275 shares

    3.21% of the 13F portfolio, value $408,395,156.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,535,721 shares
    Change vs previous 13F -14,745,621 shares

    2.95% of the 13F portfolio, value $371,284,824.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,281,342 shares
    Change vs previous 13F -701,458 shares

    4.04% of the 13F portfolio, value $772,080,680.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,982,800 shares
    Change vs previous 13F -572,036 shares

    4.32% of the 13F portfolio, value $768,044,222.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,554,836 shares
    Change vs previous 13F +14,410,724 shares

    4.94% of the 13F portfolio, value $826,353,200.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,144,112 shares
    Change vs previous 13F +10,024,156 shares

    4.11% of the 13F portfolio, value $413,737,144.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,119,956 shares
    Change vs previous 13F not available

    4.4% of the 13F portfolio, value $432,789,901.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).