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Buska Wealth Management, LLC: SCHD position timeline

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

Buska Wealth Management, LLC held 29,210 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,210 shares
    Change vs previous 13F -238 shares

    0.33% of the 13F portfolio, value $950,203.

    13F-HR 0001910503-26-000004 filed by Buska Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,448 shares
    Change vs previous 13F +460 shares

    0.34% of the 13F portfolio, value $933,794.

    13F-HR 0001910503-26-000003 filed by Buska 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 ended2026-03-31
    13F 28,988 shares
    Change vs previous 13F -3,453 shares

    0.36% of the 13F portfolio, value $889,340.

    13F-HR 0001910503-26-000002 filed by Buska 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 ended2025-12-31
    13F 32,441 shares
    Change vs previous 13F -3,848 shares

    0.33% of the 13F portfolio, value $889,854.

    13F-HR 0001910503-26-000001 filed by Buska 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 ended2025-09-30
    13F 36,289 shares
    Change vs previous 13F -99 shares

    0.3% of the 13F portfolio, value $990,680.

    13F-HR 0001910503-25-000012 filed by Buska 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 ended2025-06-30
    13F 36,388 shares
    Change vs previous 13F -468 shares

    0.26% of the 13F portfolio, value $964,288.

    13F-HR 0001910503-25-000011 filed by Buska 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 ended2025-03-31
    13F 36,856 shares
    Change vs previous 13F +1,259 shares

    0.32% of the 13F portfolio, value $1,030,484.

    13F-HR 0001910503-25-000008 filed by Buska 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 ended2024-12-31
    13F 35,597 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $972,502.

    13F-HR 0001910503-25-000006 filed by Buska Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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