News + Filings Holdings
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Wealthspire Advisors, L.P.
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2020 | Schwab US Dividend Equity ETF | SCHD | 1,606,584 | 991,086 | 88,844,000 | 56,992,000 | $55.30 |
| 06/30/2020 | Schwab US Dividend Equity ETF | SCHD | 615,498 | 99,926 | 31,852,000 | 8,662,000 | $51.75 |
| 03/31/2020 | Schwab US Dividend Equity ETF | SCHD | 515,572 | 274,228 | 23,190,000 | 9,211,000 | $44.98 |
| 12/31/2019 | Schwab US Dividend Equity ETF | SCHD | 241,344 | 235,555 | 13,979,000 | 13,662,000 | $57.92 |
| 09/30/2019 | Schwab US Dividend Equity ETF | SCHD | 5,789 | 5,789 | 317,000 | 317,000 | $54.76 |
| 06/30/2019 | Schwab US Dividend Equity ETF | SCHD | 0 | -3,571 | 0 | -187,000 | |
| 03/31/2019 | Schwab US Dividend Equity ETF | SCHD | 3,571 | 1,535 | 187,000 | 91,000 | $52.37 |
| 12/31/2018 | Schwab US Dividend Equity ETF | SCHD | 2,036 | 6 | 96,000 | -12,000 | $47.15 |
| 09/30/2018 | Schwab US Dividend Equity ETF | SCHD | 2,030 | 67 | 108,000 | 11,000 | $53.20 |
| 06/30/2018 | Schwab US Dividend Equity ETF | SCHD | 1,963 | -581 | 97,000 | -28,000 | $49.41 |
| 03/31/2018 | Schwab US Dividend Equity ETF | SCHD | 2,544 | 7 | 125,000 | -5,000 | $49.14 |
| 12/31/2017 | Schwab US Dividend Equity ETF | SCHD | 2,537 | 251 | 130,000 | 23,000 | $51.24 |
| 09/30/2017 | Schwab US Dividend Equity ETF | SCHD | 2,286 | 4 | 107,000 | 4,000 | $46.81 |
| 06/30/2017 | Schwab US Dividend Equity ETF | SCHD | 2,282 | 572 | 103,000 | 27,000 | $45.14 |
| 03/31/2017 | Schwab US Dividend Equity ETF | SCHD | 1,710 | 1,710 | 76,000 | 76,000 | $44.44 |
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