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Disclosery

4WEALTH ADVISORS, INC.: SCHD position timeline

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

4WEALTH ADVISORS, INC. held 59,150 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 59,150 shares
    Change vs previous 13F +59,150 shares

    1.34% of the 13F portfolio, value $1,943,081.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -14,786 shares

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 14,786 shares
    Change vs previous 13F -3,583 shares

    0.46% of the 13F portfolio, value $413,421.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 18,369 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $501,831.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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