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Caliber Wealth Management, LLC / KS: SCHD position timeline

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

Caliber Wealth Management, LLC / KS held 130,428 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,428 shares
    Change vs previous 13F -3,339 shares

    0.4% of the 13F portfolio, value $4,135,858.

    13F-HR 0002067120-26-000009 filed by Caliber Wealth Management, LLC / KS
    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 133,767 shares
    Change vs previous 13F -6,679 shares

    0.45% of the 13F portfolio, value $4,103,974.

    13F-HR 0002067120-26-000005 filed by Caliber Wealth Management, LLC / KS
    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 140,446 shares
    Change vs previous 13F -17,876 shares

    0.41% of the 13F portfolio, value $3,852,436.

    13F-HR 0002067120-26-000003 filed by Caliber Wealth Management, LLC / KS
    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 158,322 shares
    Change vs previous 13F -21,893 shares

    0.48% of the 13F portfolio, value $4,322,201.

    13F-HR 0002067120-25-000004 filed by Caliber Wealth Management, LLC / KS
    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 180,215 shares
    Change vs previous 13F -2,427 shares

    0.51% of the 13F portfolio, value $4,775,707.

    13F-HR 0001085146-25-004333 filed by Caliber Wealth Management, LLC / KS
    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 182,642 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $5,106,677.

    13F-HR 0001085146-25-002672 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

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