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Accredited Wealth Management, LLC: SCHD position timeline

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

Accredited Wealth Management, LLC held 18,574 SCHD shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 18,574 shares
    Change vs previous 13F -243,824 shares

    5.78% of the 13F portfolio, value $7,696,877.

    13F-HR 0002056519-25-000008 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 262,398 shares
    Change vs previous 13F +14,424 shares

    5.63% of the 13F portfolio, value $6,953,548.

    13F-HR 0002056519-25-000007 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 247,974 shares
    Change vs previous 13F +16,770 shares

    5.86% of the 13F portfolio, value $6,933,364.

    13F-HR 0002056519-25-000003 filed by Accredited Wealth Management, LLC
    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 231,204 shares
    Change vs previous 13F not available

    5.53% of the 13F portfolio, value $6,316,506.

    13F-HR 0002056315-25-000003 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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