Skip to content
Disclosery

Dakota Wealth Management: SCHD position timeline

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

Dakota Wealth Management held 422,715 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 422,715 shares
    Change vs previous 13F +2,149 shares

    0.26% of the 13F portfolio, value $13,404,301.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 420,566 shares
    Change vs previous 13F -20,787 shares

    0.28% of the 13F portfolio, value $12,902,953.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 441,353 shares
    Change vs previous 13F -21,945 shares

    0.22% of the 13F portfolio, value $12,106,316.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 463,298 shares
    Change vs previous 13F -48,401 shares

    0.26% of the 13F portfolio, value $12,648,031.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 511,699 shares
    Change vs previous 13F -261,113 shares

    0.29% of the 13F portfolio, value $13,560,023.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 772,812 shares
    Change vs previous 13F -42,829 shares

    0.51% of the 13F portfolio, value $21,607,830.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 815,641 shares
    Change vs previous 13F +537,045 shares

    0.51% of the 13F portfolio, value $22,283,315.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 278,596 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $23,549,730.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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