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Disclosery

Decker Wealth Management LLC: SCHD position timeline

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

Decker Wealth Management LLC held 123,798 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 123,798 shares
    Change vs previous 13F -2,431 shares

    0.82% of the 13F portfolio, value $4,027,137.

    13F-HR 0001085146-26-000862 filed by Decker Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 126,229 shares
    Change vs previous 13F +600 shares

    0.85% of the 13F portfolio, value $4,002,710.

    13F-HR 0002129751-26-000005 filed by Decker 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 ended2026-03-31
    13F 125,629 shares
    Change vs previous 13F -2,178 shares

    0.88% of the 13F portfolio, value $3,854,287.

    13F-HR 0002129751-26-000001 filed by Decker 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 ended2025-12-31
    13F 127,807 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $3,505,755.

    13F-HR 0002129751-26-000002 filed by Decker Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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