Wealthspire Advisors (New York)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$430M	Buy	13,574,503 +263,057	+2%	+$8.35M	2.37%	8
2026 Q1	$408M	Sell	13,311,446 -224,275	-2%	-$6.8M	3.21%	6
2025 Q4	$371M	Sell	13,535,721 -14,745,621	-52%	-$401M	2.95%	6
2025 Q3	$772M	Sell	28,281,342 -701,458	-2%	-$19.1M	4.04%	6
2025 Q2	$768M	Sell	28,982,800 -572,036	-2%	-$14.9M	4.32%	5
2025 Q1	$826M	Buy	29,554,836 +14,410,724	+95%	+$402M	4.94%	5
2024 Q4	$414M	Sell	15,144,112 -215,756	-1%	-$6.13M	4.11%	5
2024 Q3	$433M	Buy	15,359,868 +591,267	+4%	+$16.1M	4.4%	5
2024 Q2	$383M	Sell	14,768,601 -337,434	-2%	-$8.78M	4.9%	5
2024 Q1	$406M	Sell	15,106,035 -479,820	-3%	-$12.4M	5.42%	5
2023 Q4	$396M	Sell	15,585,855 -679,794	-4%	-$16.2M	5.62%	4
2023 Q3	$384M	Sell	16,265,649 -696,768	-4%	-$17.1M	6.34%	3
2023 Q2	$411M	Sell	16,962,417 -1,155,090	-6%	-$27.6M	6.71%	3
2023 Q1	$442M	Buy	18,117,507 +243,558	+1%	+$6.09M	7.58%	2
2022 Q4	$450M	Buy	17,873,949 +530,088	+3%	+$13.1M	8.19%	2
2022 Q3	$384M	Buy	17,343,861 +134,616	+0.8%	+$3.27M	8.03%	2
2022 Q2	$411M	Buy	17,209,245 +703,338	+4%	+$17.9M	8.59%	2
2022 Q1	$434M	Buy	16,505,907 +1,101,909	+7%	+$28.9M	9.76%	2
2021 Q4	$415M	Buy	15,403,998 +483,237	+3%	+$12.6M	9.18%	3
2021 Q3	$369M	Buy	14,920,761 +2,453,916	+20%	+$62.4M	7.66%	3
2021 Q2	$314M	Sell	12,466,845 -640,998	-5%	-$16.2M	8.26%	3
2021 Q1	$319M	Buy	13,107,843 +4,857,990	+59%	+$110M	7.56%	3
2020 Q4	$176M	Buy	8,249,853 +5,470,452	+197%	+$111M	5.25%	4
2020 Q3	$51.2M	Buy	2,779,401 +395,739	+17%	+$7.28M	3.05%	8
2020 Q2	$41.1M	Sell	2,383,662 -1,353,981	-36%	-$22.9M	2.86%	8
2020 Q1	$56M	Buy	3,737,643 +2,287,461	+158%	+$41.1M	2.35%	10
2019 Q4	$28M	Buy	1,450,182 +1,426,389	+5,995%	+$26.7M	2.04%	11
2019 Q3	$434K	Buy	+23,793	New	+$426K	0.04%	94

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthspire Advisors (New York)'s SCHD Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Schwab US Dividend Equity ETF (SCHD) stake by 2% in Q2 2026, buying an estimated $8.35M and bringing the position to 13,574,503 shares worth $430M. The position accounts for 2.37% of the portfolio, ranked #8.

Wealthspire Advisors (New York) first reported a position in SCHD in Q3 2019 and has held it in 28 quarters since. The position peaked at $826M in Q1 2025. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Wealthspire Advisors (New York) held 13,574,503 shares of Schwab US Dividend Equity ETF worth $430M as of Q2 2026.
Wealthspire Advisors (New York) bought 263,057 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $8.35M.
Schwab US Dividend Equity ETF made up 2.37% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #8 holding.
Wealthspire Advisors (New York) first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and has held it in 28 quarters since.
Wealthspire Advisors (New York)'s Schwab US Dividend Equity ETF position peaked at $826M in Q1 2025.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.