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Factor Wealth Management LTD: SCHD position timeline

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

Factor Wealth Management LTD held 74,329 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 74,329 shares
    Change vs previous 13F -4,005 shares

    0.37% of the 13F portfolio, value $2,417,916.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 78,334 shares
    Change vs previous 13F +24,618 shares

    0.38% of the 13F portfolio, value $2,483,967.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    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 53,716 shares
    Change vs previous 13F +10,772 shares

    0.31% of the 13F portfolio, value $1,648,015.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    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 42,944 shares
    Change vs previous 13F +4,075 shares

    0.25% of the 13F portfolio, value $1,177,961.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    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 38,869 shares
    Change vs previous 13F +414 shares

    0.27% of the 13F portfolio, value $1,061,113.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    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 38,455 shares
    Change vs previous 13F +1,736 shares

    0.28% of the 13F portfolio, value $1,019,061.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    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 36,719 shares
    Change vs previous 13F +3,755 shares

    0.32% of the 13F portfolio, value $1,026,660.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    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 32,964 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $900,584.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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