Foguth Wealth Management, LLC.: SCHD position timeline

Foguth Wealth Management, LLC. held 559,502 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 559,502 shares

   Change vs previous 13F +34,027 shares

   2.08% of the 13F portfolio, value $18,323,699.

   13F-HR 0002016322-26-000007 filed by Foguth Wealth Management, LLC.
   Filed 2026-07-21 (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 525,475 shares

   Change vs previous 13F +368,223 shares

   1.99% of the 13F portfolio, value $17,077,949.

   13F-HR 0002016322-26-000006 filed by Foguth Wealth Management, LLC.
   Filed 2026-06-01 (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).

3. period ended2025-12-31

   13F 157,252 shares

   Change vs previous 13F +92,359 shares

   0.68% of the 13F portfolio, value $4,360,589.

   13F-HR 0002016322-26-000001 filed by Foguth Wealth Management, LLC.
   Filed 2026-01-05 (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 ended2025-06-30

   13F 64,893 shares

   Change vs previous 13F -141,787 shares

   0.37% of the 13F portfolio, value $1,719,666.

   13F-HR 0002016322-25-000008 filed by Foguth Wealth Management, LLC.
   Filed 2025-07-22 (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).

5. period ended2025-03-31

   13F 206,680 shares

   Change vs previous 13F -54,487 shares

   1.4% of the 13F portfolio, value $5,778,780.

   13F-HR 0002016322-25-000006 filed by Foguth Wealth Management, LLC.
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 261,167 shares

   Change vs previous 13F +188,533 shares

   1.92% of the 13F portfolio, value $7,330,949.

   13F-HR 0002016322-25-000002 filed by Foguth Wealth Management, LLC.
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 72,634 shares

   Change vs previous 13F not available

   2.22% of the 13F portfolio, value $6,112,912.

   13F-HR 0002016322-24-000003 filed by Foguth Wealth Management, LLC.
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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