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Cassaday & Co Wealth Management LLC: SCHD position timeline

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

Cassaday & Co Wealth Management LLC held 9,917,423 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,917,423 shares
    Change vs previous 13F +348,397 shares

    5.91% of the 13F portfolio, value $314,481,490.

    13F-HR 0001963612-26-000004 filed by Cassaday & Co 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 9,569,026 shares
    Change vs previous 13F +324,778 shares

    6.25% of the 13F portfolio, value $293,577,714.

    13F-HR 0001963612-26-000002 filed by Cassaday & Co 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 9,244,248 shares
    Change vs previous 13F +3,170,728 shares

    5.34% of the 13F portfolio, value $253,569,721.

    13F-HR 0001963612-26-000001 filed by Cassaday & Co 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 6,073,520 shares
    Change vs previous 13F +150,965 shares

    3.82% of the 13F portfolio, value $165,807,084.

    13F-HR 0001963612-25-000002 filed by Cassaday & Co 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 5,922,555 shares
    Change vs previous 13F +5,252 shares

    3.93% of the 13F portfolio, value $156,947,721.

    13F-HR 0001765380-25-000286 filed by Cassaday & Co 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 5,917,303 shares
    Change vs previous 13F +161,391 shares

    4.65% of the 13F portfolio, value $165,447,796.

    13F-HR 0001765380-25-000163 filed by Cassaday & Co 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 5,755,912 shares
    Change vs previous 13F +3,900,238 shares

    4.29% of the 13F portfolio, value $157,251,525.

    13F-HR 0001765380-25-000031 filed by Cassaday & Co 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 1,855,674 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $156,860,110.

    13F-HR 0001765380-24-000408 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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