Skip to content
Disclosery

Clark Wealth Partners: SCHD position timeline

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

Clark Wealth Partners held 52,140 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,140 shares
    Change vs previous 13F -82 shares

    0.93% of the 13F portfolio, value $1,653,350.

    13F-HR 0002107657-26-000007 filed by Clark Wealth Partners
    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 52,222 shares
    Change vs previous 13F -1,221 shares

    1.08% of the 13F portfolio, value $1,602,167.

    13F-HR 0002107657-26-000006 filed by Clark Wealth Partners
    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 53,443 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $1,465,930.

    13F-HR 0002107657-26-000005 filed by Clark Wealth Partners
    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 53,443 shares
    Change vs previous 13F -555,445 shares

    0.89% of the 13F portfolio, value $1,465,930.

    13F-HR 0002107657-26-000004 filed by Clark Wealth Partners
    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 608,888 shares
    Change vs previous 13F +40,240 shares

    10.89% of the 13F portfolio, value $16,135,530.

    13F-HR 0002107657-26-000003 filed by Clark Wealth Partners
    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 568,648 shares
    Change vs previous 13F -21,489 shares

    11.79% of the 13F portfolio, value $15,899,398.

    13F-HR 0002107657-26-000002 filed by Clark Wealth Partners
    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 590,137 shares
    Change vs previous 13F not available

    12.51% of the 13F portfolio, value $16,122,553.

    13F-HR 0002107657-26-000001 filed by Clark Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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