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Disclosery

CWA Asset Management Group, LLC: SCHD position timeline

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

CWA Asset Management Group, LLC held 38,612 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,612 shares
    Change vs previous 13F -2,288 shares

    0.04% of the 13F portfolio, value $1,224,389.

    13F-HR 0001667134-26-000004 filed by CWA 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 40,900 shares
    Change vs previous 13F -2,766 shares

    0.04% of the 13F portfolio, value $1,254,816.

    13F-HR 0001667134-26-000003 filed by CWA 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 43,666 shares
    Change vs previous 13F +7,358 shares

    0.04% of the 13F portfolio, value $1,197,766.

    13F-HR 0001667134-26-000001 filed by CWA 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 36,308 shares
    Change vs previous 13F +62 shares

    0.04% of the 13F portfolio, value $991,212.

    13F-HR 0001667134-25-000006 filed by CWA 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).

  5. period ended2025-06-30
    13F 36,246 shares
    Change vs previous 13F -4,511 shares

    0.04% of the 13F portfolio, value $960,509.

    13F-HR 0001667134-25-000004 filed by CWA 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).

  6. period ended2025-03-31
    13F 40,757 shares
    Change vs previous 13F -3,419 shares

    0.05% of the 13F portfolio, value $1,139,555.

    13F-HR 0001667134-25-000003 filed by CWA 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).

  7. period ended2024-12-31
    13F 44,176 shares
    Change vs previous 13F +29,528 shares

    0.06% of the 13F portfolio, value $1,206,896.

    13F-HR 0001667134-25-000001 filed by CWA 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).

  8. period ended2024-09-30
    13F 14,648 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,238,154.

    13F-HR 0001667134-24-000002 filed by CWA 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).