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Carlton Hofferkamp & Jenks Wealth Management, LLC: SCHD position timeline

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

Carlton Hofferkamp & Jenks Wealth Management, LLC held 40,254 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,254 shares
    Change vs previous 13F +1,027 shares

    0.43% of the 13F portfolio, value $1,324,353.

    13F-HR 0001510870-26-000003 filed by Carlton Hofferkamp & Jenks Wealth Management, 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 39,227 shares
    Change vs previous 13F -15 shares

    0.41% of the 13F portfolio, value $1,221,146.

    13F-HR 0001510870-26-000002 filed by Carlton Hofferkamp & Jenks 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 ended2025-12-31
    13F 39,242 shares
    Change vs previous 13F +2,128 shares

    0.36% of the 13F portfolio, value $1,076,401.

    13F-HR 0001510870-26-000001 filed by Carlton Hofferkamp & Jenks 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 ended2025-09-30
    13F 37,114 shares
    Change vs previous 13F +428 shares

    0.34% of the 13F portfolio, value $1,006,538.

    13F-HR 0001510870-25-000005 filed by Carlton Hofferkamp & Jenks 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 ended2025-06-30
    13F 36,686 shares
    Change vs previous 13F +1,841 shares

    0.36% of the 13F portfolio, value $984,664.

    13F-HR 0001510870-25-000003 filed by Carlton Hofferkamp & Jenks 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 ended2025-03-31
    13F 34,845 shares
    Change vs previous 13F -1,048 shares

    0.36% of the 13F portfolio, value $875,651.

    13F-HR 0001510870-25-000002 filed by Carlton Hofferkamp & Jenks 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 ended2024-12-31
    13F 35,893 shares
    Change vs previous 13F +1,937 shares

    0.37% of the 13F portfolio, value $1,003,216.

    13F-HR 0001510870-25-000001 filed by Carlton Hofferkamp & Jenks 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 ended2024-09-30
    13F 33,956 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $955,186.

    13F-HR 0001510870-24-000004 filed by Carlton Hofferkamp & Jenks Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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