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Fiscal Wisdom Wealth Management, LLC: SCHD position timeline

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

Fiscal Wisdom Wealth Management, LLC held 101,215 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,215 shares
    Change vs previous 13F +1,639 shares

    2.72% of the 13F portfolio, value $3,209,522.

    13F-HR 0002053757-26-000007 filed by Fiscal Wisdom Wealth Management, 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 99,576 shares
    Change vs previous 13F +8,647 shares

    2.93% of the 13F portfolio, value $3,054,984.

    13F-HR 0002053757-26-000004 filed by Fiscal Wisdom Wealth Management, 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 90,929 shares
    Change vs previous 13F +4,594 shares

    2.35% of the 13F portfolio, value $2,494,173.

    13F-HR 0002053757-26-000002 filed by Fiscal Wisdom Wealth Management, 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 86,335 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $2,330,190.

    13F-HR 0002053757-25-000007 filed by Fiscal Wisdom Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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