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Disclosery

CPA Asset Management Group, LLC: SCHD position timeline

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

CPA Asset Management Group, LLC held 203,302 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,302 shares
    Change vs previous 13F +173,793 shares

    1.86% of the 13F portfolio, value $6,446,707.

    13F-HR 0001963967-26-000006 filed by CPA Asset Management Group, 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 29,509 shares
    Change vs previous 13F -545 shares

    0.3% of the 13F portfolio, value $905,337.

    13F-HR 0001963967-26-000005 filed by CPA Asset Management Group, 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 30,054 shares
    Change vs previous 13F -4,681 shares

    0.29% of the 13F portfolio, value $824,382.

    13F-HR 0001963967-26-000001 filed by CPA Asset Management Group, 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 34,735 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $948,266.

    13F-HR 0001963967-25-000009 filed by CPA Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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