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BlueStem Wealth Partners, LLC: SCHD position timeline

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

BlueStem Wealth Partners, LLC held 78,971 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,971 shares
    Change vs previous 13F -4,441 shares

    0.25% of the 13F portfolio, value $2,504,157.

    13F-HR 0001765380-26-000343 filed by BlueStem Wealth Partners, 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 83,412 shares
    Change vs previous 13F -15,044 shares

    0.28% of the 13F portfolio, value $2,559,086.

    13F-HR 0001765380-26-000181 filed by BlueStem Wealth Partners, 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 98,456 shares
    Change vs previous 13F -1,522 shares

    0.3% of the 13F portfolio, value $2,700,644.

    13F-HR 0001765380-26-000066 filed by BlueStem Wealth Partners, 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 99,978 shares
    Change vs previous 13F +9,736 shares

    0.31% of the 13F portfolio, value $2,729,401.

    13F-HR 0001765380-25-000476 filed by BlueStem Wealth Partners, 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 90,242 shares
    Change vs previous 13F +17,174 shares

    0.29% of the 13F portfolio, value $2,391,408.

    13F-HR 0001765380-25-000350 filed by BlueStem Wealth Partners, 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 73,068 shares
    Change vs previous 13F +5,294 shares

    0.28% of the 13F portfolio, value $2,042,981.

    13F-HR 0001765380-25-000173 filed by BlueStem Wealth Partners, 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 67,774 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,851,594.

    13F-HR 0001765380-25-000048 filed by BlueStem Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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