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Wealthspire Retirement, LLC: SCHD position timeline

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

Wealthspire Retirement, LLC held 399,700 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 399,700 shares
    Change vs previous 13F -87,391 shares

    0.7% of the 13F portfolio, value $12,674,477.

    13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, 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 487,091 shares
    Change vs previous 13F -166,595 shares

    0.9% of the 13F portfolio, value $14,943,958.

    13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, 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 653,686 shares
    Change vs previous 13F -495,968 shares

    1.09% of the 13F portfolio, value $17,930,614.

    13F-HR 0002040084-26-000002 filed by Wealthspire Retirement, 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/A 1,149,654 shares
    Change vs previous 13F -167,756 shares

    2% of the 13F portfolio, value $31,385,554.

    13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, 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 1,317,410 shares
    Change vs previous 13F -14,398 shares

    2.31% of the 13F portfolio, value $34,911,366.

    13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, 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 1,331,808 shares
    Change vs previous 13F +85,225 shares

    2.95% of the 13F portfolio, value $37,237,361.

    13F-HR 0001085146-25-003012 filed by Wealthspire Retirement, 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 1,246,583 shares
    Change vs previous 13F +849,142 shares

    2.69% of the 13F portfolio, value $34,056,649.

    13F-HR 0001085146-25-001289 filed by Wealthspire Retirement, 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 397,441 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $33,595,369.

    13F-HR 0001085146-25-001288 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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