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Disclosery

Equity Wealth Partners, LLC: SCHD position timeline

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

Equity Wealth Partners, LLC held 102,693 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,693 shares
    Change vs previous 13F -6,337 shares

    1.17% of the 13F portfolio, value $3,256,396.

    13F-HR 0002097037-26-000009 filed by Equity Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 109,030 shares
    Change vs previous 13F -18,493 shares

    2.16% of the 13F portfolio, value $3,345,045.

    13F-HR 0002097037-26-000004 filed by Equity Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 127,523 shares
    Change vs previous 13F -42,491 shares

    2.27% of the 13F portfolio, value $3,497,948.

    13F-HR 0002097037-26-000002 filed by Equity Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 170,014 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $4,641,374.

    13F-HR 0002097037-25-000003 filed by Equity Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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