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Dominguez Wealth Management Solutions, Inc.: SCHD position timeline

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

Dominguez Wealth Management Solutions, Inc. held 209,188 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 209,188 shares
    Change vs previous 13F +170,021 shares

    3.77% of the 13F portfolio, value $6,804,882.

    13F-HR 0001881335-26-000005 filed by Dominguez Wealth Management Solutions, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 39,167 shares
    Change vs previous 13F +3,316 shares

    0.68% of the 13F portfolio, value $1,241,985.

    13F-HR 0001881335-26-000003 filed by Dominguez Wealth Management Solutions, Inc.
    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 35,851 shares
    Change vs previous 13F +7,076 shares

    0.67% of the 13F portfolio, value $1,099,898.

    13F-HR 0001881335-26-000002 filed by Dominguez Wealth Management Solutions, Inc.
    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 28,775 shares
    Change vs previous 13F +4,833 shares

    0.48% of the 13F portfolio, value $789,289.

    13F-HR 0001881335-26-000001 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 23,942 shares
    Change vs previous 13F -138 shares

    0.41% of the 13F portfolio, value $653,618.

    13F-HR 0001881335-25-000007 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,080 shares
    Change vs previous 13F +185 shares

    0.44% of the 13F portfolio, value $638,121.

    13F-HR 0001881335-25-000005 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 23,895 shares
    Change vs previous 13F +77 shares

    0.49% of the 13F portfolio, value $668,105.

    13F-HR 0001881335-25-000004 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,818 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $650,714.

    13F-HR 0001881335-25-000001 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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