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GC Wealth Management RIA, LLC: SCHD position timeline

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

GC Wealth Management RIA, LLC held 52,792 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,792 shares
    Change vs previous 13F -11,126 shares

    0.1% of the 13F portfolio, value $1,674,048.

    13F-HR 0001172661-26-002644 filed by GC Wealth Management RIA, 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 63,918 shares
    Change vs previous 13F -3,333 shares

    0.08% of the 13F portfolio, value $1,961,017.

    13F-HR 0001172661-26-001946 filed by GC Wealth Management RIA, 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 67,251 shares
    Change vs previous 13F -3,785 shares

    0.07% of the 13F portfolio, value $1,844,707.

    13F-HR 0001172661-26-000407 filed by GC Wealth Management RIA, 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 71,036 shares
    Change vs previous 13F +58,142 shares

    0.06% of the 13F portfolio, value $1,939,283.

    13F-HR 0001172661-25-004778 filed by GC Wealth Management RIA, 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 12,894 shares
    Change vs previous 13F +2,859 shares

    0.03% of the 13F portfolio, value $341,691.

    13F-HR 0001172661-25-002639 filed by GC Wealth Management RIA, 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 10,035 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $280,579.

    13F-HR 0001172661-25-001674 filed by GC Wealth Management RIA, 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 10,035 shares
    Change vs previous 13F +6,690 shares

    0.05% of the 13F portfolio, value $274,156.

    13F-HR 0001172661-25-000589 filed by GC Wealth Management RIA, 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 3,345 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $282,753.

    13F-HR 0001172661-24-004458 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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