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Barnes Wealth Management Group, Inc: SCHD position timeline

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

Barnes Wealth Management Group, Inc held 54,626 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,626 shares
    Change vs previous 13F -1,531 shares

    0.8% of the 13F portfolio, value $1,732,216.

    13F-HR 0001172661-26-002787 filed by Barnes Wealth Management Group, Inc
    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 56,157 shares
    Change vs previous 13F -26,396 shares

    0.87% of the 13F portfolio, value $1,722,915.

    13F-HR 0001172661-26-002405 filed by Barnes Wealth Management Group, Inc
    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 82,553 shares
    Change vs previous 13F -2,346 shares

    1.21% of the 13F portfolio, value $2,264,446.

    13F-HR 0001172661-26-001324 filed by Barnes Wealth Management Group, Inc
    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 84,899 shares
    Change vs previous 13F +1,233 shares

    1.28% of the 13F portfolio, value $2,317,751.

    13F-HR 0001172661-25-004993 filed by Barnes Wealth Management Group, Inc
    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 83,666 shares
    Change vs previous 13F -537 shares

    1.31% of the 13F portfolio, value $2,217,143.

    13F-HR 0001172661-25-003849 filed by Barnes Wealth Management Group, Inc
    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 84,203 shares
    Change vs previous 13F +13,411 shares

    1.51% of the 13F portfolio, value $2,354,329.

    13F-HR 0001172661-25-001833 filed by Barnes Wealth Management Group, Inc
    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 70,792 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,934,039.

    13F-HR 0001172661-25-001641 filed by Barnes Wealth Management Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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