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Dechtman Wealth Management, LLC: SCHD position timeline

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

Dechtman Wealth Management, LLC held 55,540 SCHD shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 55,540 shares
    Change vs previous 13F +37,199 shares

    0.29% of the 13F portfolio, value $1,517,358.

    13F-HR 0001992316-25-000001 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 18,341 shares
    Change vs previous 13F +354 shares

    0.32% of the 13F portfolio, value $1,550,372.

    13F-HR 0001992316-24-000007 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 17,987 shares
    Change vs previous 13F -442,606 shares

    0.31% of the 13F portfolio, value $1,398,697.

    13F-HR 0001992316-24-000004 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F/A 460,593 shares
    Change vs previous 13F -98,999 shares

    8.66% of the 13F portfolio, value $37,137,652.

    13F-HR/A 0001992316-24-000003 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 559,592 shares
    Change vs previous 13F -437,716 shares

    11.2% of the 13F portfolio, value $42,601,000.

    13F-HR 0001992316-24-000001 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 997,308 shares
    Change vs previous 13F -92,375 shares

    20.9% of the 13F portfolio, value $70,570,000.

    13F-HR 0001992316-23-000004 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 1,089,683 shares
    Change vs previous 13F not available

    23.56% of the 13F portfolio, value $79,132,779.

    13F-HR 0001992316-23-000003 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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