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Badgley Phelps Wealth Managers, LLC: SCHD position timeline

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

Badgley Phelps Wealth Managers, LLC held 34,781 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,781 shares
    Change vs previous 13F -1,387 shares

    0.02% of the 13F portfolio, value $1,102,914.

    13F-HR 0001895362-26-000006 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 36,168 shares
    Change vs previous 13F +5,492 shares

    0.02% of the 13F portfolio, value $1,109,648.

    13F-HR 0001895362-26-000004 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 30,676 shares
    Change vs previous 13F +3,609 shares

    0.02% of the 13F portfolio, value $841,436.

    13F-HR 0001895362-26-000002 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 27,067 shares
    Change vs previous 13F +84 shares

    0.02% of the 13F portfolio, value $738,930.

    13F-HR 0001895362-25-000011 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 26,983 shares
    Change vs previous 13F +39 shares

    0.02% of the 13F portfolio, value $715,061.

    13F-HR 0001895362-25-000007 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 26,944 shares
    Change vs previous 13F -958 shares

    0.02% of the 13F portfolio, value $753,363.

    13F-HR 0001895362-25-000004 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 27,902 shares
    Change vs previous 13F +17,725 shares

    0.02% of the 13F portfolio, value $762,291.

    13F-HR 0001895362-25-000002 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,177 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $860,287.

    13F-HR 0001895362-24-000023 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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