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Disclosery

BKM Wealth Management, LLC: SCHD position timeline

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

BKM Wealth Management, LLC held 86,377 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,377 shares
    Change vs previous 13F -1,290 shares

    0.97% of the 13F portfolio, value $2,739,014.

    13F-HR 0002007263-26-000003 filed by BKM 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 ended2026-03-31
    13F 87,667 shares
    Change vs previous 13F -37,904 shares

    0.98% of the 13F portfolio, value $2,689,623.

    13F-HR 0002007263-26-000002 filed by BKM 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 ended2025-12-31
    13F 125,571 shares
    Change vs previous 13F +9,802 shares

    1.26% of the 13F portfolio, value $3,444,412.

    13F-HR 0002007263-26-000001 filed by BKM 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 ended2025-09-30
    13F 115,769 shares
    Change vs previous 13F +7,752 shares

    1.17% of the 13F portfolio, value $3,160,493.

    13F-HR 0002007263-25-000007 filed by BKM 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 ended2025-06-30
    13F 108,017 shares
    Change vs previous 13F +12,658 shares

    1.12% of the 13F portfolio, value $2,862,450.

    13F-HR 0002007263-25-000005 filed by BKM 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 ended2025-03-31
    13F 95,359 shares
    Change vs previous 13F +11,623 shares

    1.1% of the 13F portfolio, value $2,666,237.

    13F-HR 0002007263-25-000004 filed by BKM 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 ended2024-12-31
    13F 83,736 shares
    Change vs previous 13F +62,639 shares

    0.94% of the 13F portfolio, value $2,287,667.

    13F-HR 0002007263-25-000003 filed by BKM 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 ended2024-09-30
    13F 21,097 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,783,329.

    13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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