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Disclosery

Bridgewealth Advisory Group, LLC: SCHD position timeline

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

Bridgewealth Advisory Group, LLC held 16,331 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,331 shares
    Change vs previous 13F -284 shares

    0.1% of the 13F portfolio, value $517,856.

    13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory Group, 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 16,615 shares
    Change vs previous 13F -1,025 shares

    0.11% of the 13F portfolio, value $509,748.

    13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory Group, 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 17,640 shares
    Change vs previous 13F -1,172 shares

    0.11% of the 13F portfolio, value $483,865.

    13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory Group, 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 18,812 shares
    Change vs previous 13F -2,104 shares

    0.12% of the 13F portfolio, value $513,565.

    13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory Group, 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 20,916 shares
    Change vs previous 13F -3,463 shares

    0.14% of the 13F portfolio, value $554,280.

    13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory Group, 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 24,379 shares
    Change vs previous 13F -268,368 shares

    0.9% of the 13F portfolio, value $681,636.

    13F-HR 0001172661-25-001724 filed by Bridgewealth Advisory Group, 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 292,747 shares
    Change vs previous 13F +165,683 shares

    2.3% of the 13F portfolio, value $8,153,006.

    13F-HR 0001172661-25-001257 filed by Bridgewealth Advisory Group, 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 127,064 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $10,740,746.

    13F-HR 0001172661-24-004645 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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