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Davis Wealth Advisors, LLC: SCHD position timeline

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

Davis Wealth Advisors, LLC held 7,497 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,497 shares
    Change vs previous 13F -2,705 shares

    0.18% of the 13F portfolio, value $237,711.

    13F-HR 0001214659-26-010181 filed by Davis Wealth Advisors, 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 10,202 shares
    Change vs previous 13F +6 shares

    0.26% of the 13F portfolio, value $312,983.

    13F-HR 0001214659-26-006214 filed by Davis Wealth Advisors, 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 10,196 shares
    Change vs previous 13F -12,926 shares

    0.23% of the 13F portfolio, value $279,667.

    13F-HR 0001214659-26-001926 filed by Davis Wealth Advisors, 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 23,122 shares
    Change vs previous 13F +98 shares

    0.57% of the 13F portfolio, value $631,232.

    13F-HR 0001214659-26-011275 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 23,024 shares
    Change vs previous 13F +175 shares

    0.65% of the 13F portfolio, value $610,145.

    13F-HR 0001214659-26-011672 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 22,849 shares
    Change vs previous 13F +142 shares

    0.72% of the 13F portfolio, value $638,913.

    13F-HR 0001214659-26-011670 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 22,707 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $620,361.

    13F-HR 0001214659-26-011668 filed by Davis Wealth Advisors, LLC
    Accepted , ingested