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Disclosery

Florida Trust Wealth Management Co: SCHD position timeline

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

Florida Trust Wealth Management Co held 38,984 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,984 shares
    Change vs previous 13F -943 shares

    0.03% of the 13F portfolio, value $1,236,183.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 39,927 shares
    Change vs previous 13F +8,126 shares

    0.03% of the 13F portfolio, value $1,224,960.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 31,801 shares
    Change vs previous 13F -604 shares

    0.02% of the 13F portfolio, value $872,301.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 32,405 shares
    Change vs previous 13F +2,206 shares

    0.03% of the 13F portfolio, value $884,657.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 30,199 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $800,274.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 30,199 shares
    Change vs previous 13F +7,750 shares

    0.03% of the 13F portfolio, value $844,364.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 22,449 shares
    Change vs previous 13F +16,766 shares

    0.02% of the 13F portfolio, value $613,307.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,683 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $480,384.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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