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Boyce & Associates Wealth Consulting, Inc.: SCHD position timeline

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

Boyce & Associates Wealth Consulting, Inc. held 42,519 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 42,519 shares
    Change vs previous 13F -2,480 shares

    0.84% of the 13F portfolio, value $1,383,145.

    13F-HR 0001754960-26-000870 filed by Boyce & Associates Wealth Consulting, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 44,999 shares
    Change vs previous 13F +1,437 shares

    0.99% of the 13F portfolio, value $1,426,931.

    13F-HR 0001754960-26-000612 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 43,562 shares
    Change vs previous 13F +988 shares

    1.01% of the 13F portfolio, value $1,336,477.

    13F-HR 0001754960-26-000236 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 42,574 shares
    Change vs previous 13F +2,092 shares

    0.98% of the 13F portfolio, value $1,167,806.

    13F-HR 0001754960-26-000086 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 40,482 shares
    Change vs previous 13F +1,453 shares

    0.9% of the 13F portfolio, value $1,105,154.

    13F-HR 0001754960-25-000704 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 39,029 shares
    Change vs previous 13F +2,696 shares

    0.94% of the 13F portfolio, value $1,034,271.

    13F-HR 0001754960-25-000388 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 36,333 shares
    Change vs previous 13F +185 shares

    1.02% of the 13F portfolio, value $1,015,884.

    13F-HR 0001754960-25-000271 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 36,148 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $987,560.

    13F-HR 0001754960-25-000006 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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