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Benchmark Wealth Management, LLC: SCHD position timeline

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

Benchmark Wealth Management, LLC held 221,409 SCHD shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 221,409 shares
    Change vs previous 13F -5,653 shares

    2.61% of the 13F portfolio, value $5,867,337.

    13F-HR 0001788241-25-000004 filed by Benchmark 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 ended2025-03-31
    13F 227,062 shares
    Change vs previous 13F -11,028 shares

    3.07% of the 13F portfolio, value $6,348,663.

    13F-HR 0001788241-25-000003 filed by Benchmark 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 ended2024-12-31
    13F 238,090 shares
    Change vs previous 13F +158,794 shares

    3.2% of the 13F portfolio, value $6,504,625.

    13F-HR 0001788241-25-000002 filed by Benchmark 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 ended2024-09-30
    13F 79,296 shares
    Change vs previous 13F -816 shares

    3.31% of the 13F portfolio, value $6,702,884.

    13F-HR 0001788241-24-000007 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 80,112 shares
    Change vs previous 13F -100 shares

    3.32% of the 13F portfolio, value $6,229,507.

    13F-HR 0001788241-24-000006 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 80,212 shares
    Change vs previous 13F -1,299 shares

    3.52% of the 13F portfolio, value $6,467,491.

    13F-HR 0001788241-24-000003 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 81,511 shares
    Change vs previous 13F -4,447 shares

    3.67% of the 13F portfolio, value $6,205,419.

    13F-HR 0001788241-24-000001 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 85,958 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $6,082,411.

    13F-HR 0001788241-23-000005 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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