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Bullock Wealth Management Group: SCHD position timeline

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

Bullock Wealth Management Group held 5,684 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,684 shares
    Change vs previous 13F +28 shares

    0.08% of the 13F portfolio, value $185,637.

    13F-HR 0002067581-26-000013 filed by Bullock Wealth Management Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,656 shares
    Change vs previous 13F +98 shares

    0.08% of the 13F portfolio, value $180,147.

    13F-HR 0002067581-26-000001 filed by Bullock Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  3. period ended2026-03-31
    13F 5,558 shares
    Change vs previous 13F +447 shares

    0.09% of the 13F portfolio, value $169,576.

    13F-HR 0002067581-26-000004 filed by Bullock Wealth Management Group
    Accepted , ingested

  4. period ended2025-12-31
    13F 5,111 shares
    Change vs previous 13F +34 shares

    0.07% of the 13F portfolio, value $140,184.

    13F-HR 0002067581-26-000005 filed by Bullock Wealth Management Group
    Accepted , ingested

  5. period ended2025-09-30
    13F 5,077 shares
    Change vs previous 13F +32 shares

    0.07% of the 13F portfolio, value $139,768.

    13F-HR 0002067581-26-000006 filed by Bullock Wealth Management Group
    Accepted , ingested

  6. period ended2025-06-30
    13F 5,045 shares
    Change vs previous 13F -1,202 shares

    0.07% of the 13F portfolio, value $136,466.

    13F-HR 0002067581-26-000007 filed by Bullock Wealth Management Group
    Accepted , ingested

  7. period ended2025-03-31
    13F 6,247 shares
    Change vs previous 13F +41 shares

    0.1% of the 13F portfolio, value $174,093.

    13F-HR 0002067581-26-000008 filed by Bullock Wealth Management Group
    Accepted , ingested

  8. period ended2024-12-31
    13F 6,206 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $169,559.

    13F-HR 0002067581-26-000009 filed by Bullock Wealth Management Group
    Accepted , ingested