Focused Wealth Management, Inc: SCHD position timeline

Focused Wealth Management, Inc held 31,973 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 31,973 shares

   Change vs previous 13F -16,121 shares

   0.09% of the 13F portfolio, value $1,013,855.

   13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 48,094 shares

   Change vs previous 13F +313 shares

   0.15% of the 13F portfolio, value $1,475,538.

   13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 47,781 shares

   Change vs previous 13F -9,346 shares

   0.14% of the 13F portfolio, value $1,310,633.

   13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 57,127 shares

   Change vs previous 13F +10,274 shares

   0.17% of the 13F portfolio, value $1,559,557.

   13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 46,853 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $1,241,617.

   13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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