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Forefront Wealth Partners, LLC: SCHD position timeline

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

Forefront Wealth Partners, LLC held 83,215 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,215 shares
    Change vs previous 13F +24,922 shares

    0.82% of the 13F portfolio, value $2,638,765.

    13F-HR 0002063364-26-000314 filed by Forefront Wealth Partners, 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 58,293 shares
    Change vs previous 13F -1,320 shares

    0.75% of the 13F portfolio, value $1,788,405.

    13F-HR 0002063364-26-000107 filed by Forefront Wealth Partners, 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 59,613 shares
    Change vs previous 13F -4,712 shares

    0.77% of the 13F portfolio, value $1,635,192.

    13F-HR 0002063364-26-000056 filed by Forefront Wealth Partners, 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 64,325 shares
    Change vs previous 13F -26,896 shares

    0.44% of the 13F portfolio, value $1,756,062.

    13F-HR 0002063364-25-000240 filed by Forefront Wealth Partners, 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 91,221 shares
    Change vs previous 13F +3,554 shares

    1.71% of the 13F portfolio, value $2,492,172.

    13F-HR 0002063364-25-000212 filed by Forefront Wealth Partners, 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 87,667 shares
    Change vs previous 13F -3,554 shares

    1.67% of the 13F portfolio, value $2,451,162.

    13F-HR 0002063364-25-000089 filed by Forefront Wealth Partners, 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 91,221 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $2,492,172.

    13F-HR 0002063364-25-000087 filed by Forefront Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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