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Core Wealth Advisors, Inc.: SCHD position timeline

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

Core Wealth Advisors, Inc. held 88,710 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,710 shares
    Change vs previous 13F +2,046 shares

    0.57% of the 13F portfolio, value $2,812,985.

    13F-HR 0001770532-26-000004 filed by Core Wealth Advisors, Inc.
    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 86,664 shares
    Change vs previous 13F +13,768 shares

    0.63% of the 13F portfolio, value $2,658,839.

    13F-HR 0001770532-26-000003 filed by Core Wealth Advisors, Inc.
    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 72,896 shares
    Change vs previous 13F +5,854 shares

    0.52% of the 13F portfolio, value $1,999,524.

    13F-HR 0001770532-26-000002 filed by Core Wealth Advisors, Inc.
    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 67,042 shares
    Change vs previous 13F +3,899 shares

    0.48% of the 13F portfolio, value $1,830,250.

    13F-HR 0001770532-25-000009 filed by Core Wealth Advisors, Inc.
    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 63,143 shares
    Change vs previous 13F +3,790 shares

    0.48% of the 13F portfolio, value $1,673,279.

    13F-HR 0001770532-25-000005 filed by Core Wealth Advisors, Inc.
    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 59,353 shares
    Change vs previous 13F +5,978 shares

    0.53% of the 13F portfolio, value $1,659,503.

    13F-HR 0001770532-25-000004 filed by Core Wealth Advisors, Inc.
    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 53,375 shares
    Change vs previous 13F +37,062 shares

    0.48% of the 13F portfolio, value $1,458,213.

    13F-HR 0001770532-25-000001 filed by Core Wealth Advisors, Inc.
    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 16,313 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,378,962.

    13F-HR 0001770532-24-000006 filed by Core Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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