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Clientfirst Wealth Management, LLC: SCHD position timeline

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

Clientfirst Wealth Management, LLC held 8,700 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,700 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $275,877.

    13F-HR 0001915494-26-000004 filed by Clientfirst 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 8,700 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $266,916.

    13F-HR 0001915494-26-000002 filed by Clientfirst 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 8,700 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $238,641.

    13F-HR 0001915494-26-000001 filed by Clientfirst 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 8,700 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $237,510.

    13F-HR 0001915494-25-000002 filed by Clientfirst 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 8,700 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $230,550.

    13F-HR 0001085146-25-005234 filed by Clientfirst 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 8,700 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $243,252.

    13F-HR 0001085146-25-002507 filed by Clientfirst 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 8,700 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $237,684.

    13F-HR 0001085146-25-000541 filed by Clientfirst Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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