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Disclosery

Composition Wealth, LLC: SCHD position timeline

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

Composition Wealth, LLC held 238,112 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 238,112 shares
    Change vs previous 13F +23,004 shares

    0.09% of the 13F portfolio, value $7,550,521.

    13F-HR 0001951757-26-001020 filed by Composition Wealth, 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 215,108 shares
    Change vs previous 13F -5,109 shares

    0.09% of the 13F portfolio, value $6,599,522.

    13F-HR 0001951757-26-000540 filed by Composition Wealth, 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 220,217 shares
    Change vs previous 13F +20,220 shares

    0.09% of the 13F portfolio, value $6,040,548.

    13F-HR 0001951757-26-000334 filed by Composition Wealth, 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 199,997 shares
    Change vs previous 13F +26,099 shares

    0.08% of the 13F portfolio, value $5,459,920.

    13F-HR 0001951757-25-001181 filed by Composition Wealth, 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 173,898 shares
    Change vs previous 13F -1,294 shares

    0.08% of the 13F portfolio, value $4,608,301.

    13F-HR 0001951757-25-000900 filed by Composition Wealth, 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 175,192 shares
    Change vs previous 13F -5,124 shares

    0.1% of the 13F portfolio, value $4,898,374.

    13F-HR 0001951757-25-000347 filed by Composition Wealth, 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 180,316 shares
    Change vs previous 13F +98,199 shares

    0.1% of the 13F portfolio, value $4,926,224.

    13F-HR 0001951757-25-000008 filed by Composition Wealth, 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 82,117 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,941,318.

    13F-HR 0001951757-24-000972 filed by Composition Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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