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BNC WEALTH MANAGEMENT, LLC: SCHD position timeline

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

BNC WEALTH MANAGEMENT, LLC held 27,238 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,238 shares
    Change vs previous 13F -939 shares

    0.21% of the 13F portfolio, value $863,713.

    13F-HR 0001821549-26-000003 filed by BNC 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 28,177 shares
    Change vs previous 13F -1,129 shares

    0.24% of the 13F portfolio, value $864,467.

    13F-HR 0001821549-26-000002 filed by BNC 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 29,306 shares
    Change vs previous 13F -13,381 shares

    0.21% of the 13F portfolio, value $803,860.

    13F-HR 0001821549-26-000001 filed by BNC 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 42,687 shares
    Change vs previous 13F -1,090 shares

    0.29% of the 13F portfolio, value $1,165,352.

    13F-HR 0001821549-25-000004 filed by BNC 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 43,777 shares
    Change vs previous 13F -4,170 shares

    0.34% of the 13F portfolio, value $1,160,087.

    13F-HR 0001821549-25-000002 filed by BNC 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 47,947 shares
    Change vs previous 13F -213 shares

    0.48% of the 13F portfolio, value $1,340,594.

    13F-HR 0001849518-25-000005 filed by BNC 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 48,160 shares
    Change vs previous 13F +31,678 shares

    0.43% of the 13F portfolio, value $1,315,727.

    13F-HR 0001812178-25-000002 filed by BNC 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 16,482 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,393,210.

    13F-HR 0001975550-24-000012 filed by BNC WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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