Wealthspire Advisors, LLC SCHD Holdings History
Wealthspire Advisors, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Wealthspire Advisors, LLC held 29.55 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $826.35 Mil. This investment constitutes 4.94% of their stock portfolio, and Wealthspire Advisors, LLC now holds 1.14% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q3. And since then Wealthspire Advisors, LLC has made 15 purchases of SCHD, at an average price of $35.71, for a total of 31.55 Mil shares. In addition, there have been 8 sales at an average price of $63.53 for 2.00 Mil shares. Based on historical transaction data and SCHD's current price of $26.93, Wealthspire Advisors, LLC's estimated gain on his SCHD holdings is $-204.03 Mil, reflecting a -18.11% gain to date.
Wealthspire Advisors, LLC SCHD ($26.93) Holding Chart
Wealthspire Advisors, LLC SCHD ($26.93) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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