Skip to content
Disclosery

Elmwood Wealth Management, Inc.: SCHD position timeline

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

Elmwood Wealth Management, Inc. held 48,630 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 48,630 shares
    Change vs previous 13F +5 shares

    0.38% of the 13F portfolio, value $1,581,922.

    13F-HR 0001731927-26-000006 filed by Elmwood Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 48,625 shares
    Change vs previous 13F +11,777 shares

    0.39% of the 13F portfolio, value $1,541,896.

    13F-HR 0001731927-26-000003 filed by Elmwood Wealth Management, 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 36,848 shares
    Change vs previous 13F +300 shares

    0.31% of the 13F portfolio, value $1,130,499.

    13F-HR 0001731927-26-000002 filed by Elmwood Wealth Management, 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 36,548 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,002,514.

    13F-HR 0001731927-26-000001 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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