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ALKEME WEALTH, LLC: SCHD position timeline

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

ALKEME WEALTH, LLC held 224,686 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 224,686 shares
    Change vs previous 13F +11,577 shares

    2.76% of the 13F portfolio, value $7,309,042.

    13F-HR 0001752045-26-000006 filed by ALKEME WEALTH, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 213,109 shares
    Change vs previous 13F +9,494 shares

    2.58% of the 13F portfolio, value $6,757,697.

    13F-HR 0001752045-26-000004 filed by ALKEME WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 203,615 shares
    Change vs previous 13F +8,530 shares

    2.55% of the 13F portfolio, value $6,246,923.

    13F-HR 0001752045-26-000002 filed by ALKEME WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 195,085 shares
    Change vs previous 13F +11,573 shares

    2.28% of the 13F portfolio, value $5,351,175.

    13F-HR 0001752045-26-000001 filed by ALKEME WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 183,512 shares
    Change vs previous 13F +784 shares

    2.16% of the 13F portfolio, value $5,009,870.

    13F-HR 0001752045-25-000006 filed by ALKEME WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 182,728 shares
    Change vs previous 13F +8,859 shares

    2.16% of the 13F portfolio, value $4,842,303.

    13F-HR 0001752045-25-000004 filed by ALKEME WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 173,869 shares
    Change vs previous 13F +8,140 shares

    2.18% of the 13F portfolio, value $4,861,371.

    13F-HR 0001752045-25-000003 filed by ALKEME WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 165,729 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $4,527,717.

    13F-HR 0001752045-25-000001 filed by ALKEME WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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