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Fidelis Wealth Advisors LLC: SCHD position timeline

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

Fidelis Wealth Advisors LLC held 334,109 SCHD shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 334,109 shares
    Change vs previous 13F -107,251 shares

    15.87% of the 13F portfolio, value $10,594,603.

    13F-HR/A 0002010051-26-000005 filed by Fidelis Wealth Advisors 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 441,360 shares
    Change vs previous 13F +2,576 shares

    19.72% of the 13F portfolio, value $13,540,914.

    13F-HR 0001420506-26-000939 filed by Fidelis Wealth Advisors 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 438,784 shares
    Change vs previous 13F not available

    17.45% of the 13F portfolio, value $12,035,855.

    13F-HR 0001420506-26-000429 filed by Fidelis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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