Skip to content
Disclosery

FSC Wealth Advisors, LLC: SCHD position timeline

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

FSC Wealth Advisors, LLC held 0 SCHD shares at 2026-03-31 per its 13F-HR filed 2026-04-20.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -116,031 shares

    13F-HR 0001925685-26-000003 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 116,031 shares
    Change vs previous 13F -49,387 shares

    5.16% of the 13F portfolio, value $3,182,730.

    13F-HR 0001925685-26-000001 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 165,418 shares
    Change vs previous 13F +851 shares

    2.61% of the 13F portfolio, value $4,515,903.

    13F-HR 0001925685-25-000008 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F/A 164,567 shares
    Change vs previous 13F -1,227 shares

    2.75% of the 13F portfolio, value $4,361,016.

    13F-HR/A 0001925685-25-000007 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 165,794 shares
    Change vs previous 13F -223 shares

    3.04% of the 13F portfolio, value $4,635,587.

    13F-HR 0001925685-25-000003 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 166,017 shares
    Change vs previous 13F +110,894 shares

    2.92% of the 13F portfolio, value $4,535,578.

    13F-HR 0001925685-25-000001 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 55,123 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $4,659,518.

    13F-HR 0001925685-24-000007 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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