Drucker Wealth 3.0, LLC: SCHD position timeline

Drucker Wealth 3.0, LLC held 363,376 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 363,376 shares

   Change vs previous 13F +51,759 shares

   1.82% of the 13F portfolio, value $11,522,663.

   13F-HR 0002031642-26-000003 filed by Drucker Wealth 3.0, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 311,617 shares

   Change vs previous 13F +6,581 shares

   1.67% of the 13F portfolio, value $9,560,420.

   13F-HR 0002031642-26-000002 filed by Drucker Wealth 3.0, LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 305,036 shares

   Change vs previous 13F -21,489 shares

   1.47% of the 13F portfolio, value $8,367,129.

   13F-HR 0002031642-26-000001 filed by Drucker Wealth 3.0, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 326,525 shares

   Change vs previous 13F +247,037 shares

   1.59% of the 13F portfolio, value $8,914,139.

   13F-HR 0002031642-25-000007 filed by Drucker Wealth 3.0, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 79,488 shares

   Change vs previous 13F +79,488 shares

   0.42% of the 13F portfolio, value $2,169,224.

   13F-HR 0002031642-25-000005 filed by Drucker Wealth 3.0, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2024-12-31

   13F/A 0 shares

   Change vs previous 13F -3,303 shares

   13F-HR/A 0002031642-25-000002 filed by Drucker Wealth 3.0, LLC
   Filed 2025-02-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

7. period ended2024-09-30

   13F 3,303 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $279,217.

   13F-HR 0001835252-24-000004 filed by Drucker Wealth 3.0, LLC
   Filed 2024-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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