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FMA Wealth Management, LLC: SCHD position timeline

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

FMA Wealth Management, LLC held 83,160 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,160 shares
    Change vs previous 13F -7,992 shares

    1.69% of the 13F portfolio, value $2,636,999.

    13F-HR 0001951757-26-000956 filed by FMA 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 91,152 shares
    Change vs previous 13F -3,459 shares

    1.86% of the 13F portfolio, value $2,796,533.

    13F-HR 0001951757-26-000590 filed by FMA 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 94,611 shares
    Change vs previous 13F -4,424 shares

    1.68% of the 13F portfolio, value $2,595,182.

    13F-HR 0001951757-26-000056 filed by FMA 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 99,035 shares
    Change vs previous 13F +2,922 shares

    1.86% of the 13F portfolio, value $2,703,665.

    13F-HR 0001951757-25-001444 filed by FMA Wealth Management, LLC
    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 96,113 shares
    Change vs previous 13F +2,233 shares

    1.88% of the 13F portfolio, value $2,547,001.

    13F-HR 0001951757-25-000833 filed by FMA Wealth Management, LLC
    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 93,880 shares
    Change vs previous 13F -144 shares

    2.06% of the 13F portfolio, value $2,679,333.

    13F-HR 0001951757-25-000418 filed by FMA Wealth Management, LLC
    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 94,024 shares
    Change vs previous 13F +62,908 shares

    1.91% of the 13F portfolio, value $2,568,725.

    13F-HR 0001951757-25-000165 filed by FMA Wealth Management, LLC
    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 31,116 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $2,630,203.

    13F-HR 0001951757-24-001032 filed by FMA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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