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Gerber Kawasaki Wealth & Investment Management: SCHD position timeline

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

Gerber Kawasaki Wealth & Investment Management held 1,699,724 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 1,699,724 shares
    Change vs previous 13F -30,010 shares

    1.44% of the 13F portfolio, value $53,898,208.

    13F-HR 0001666736-26-000007 filed by Gerber Kawasaki Wealth & Investment Management
    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 1,729,734 shares
    Change vs previous 13F -158,640 shares

    1.69% of the 13F portfolio, value $53,069,665.

    13F-HR 0001666736-26-000005 filed by Gerber Kawasaki Wealth & Investment Management
    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 1,888,374 shares
    Change vs previous 13F -15,304 shares

    1.81% of the 13F portfolio, value $51,798,073.

    13F-HR 0001666736-26-000003 filed by Gerber Kawasaki Wealth & Investment Management
    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 1,903,678 shares
    Change vs previous 13F -11,876 shares

    1.78% of the 13F portfolio, value $51,970,393.

    13F-HR 0001666736-25-000014 filed by Gerber Kawasaki Wealth & Investment Management
    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 1,915,554 shares
    Change vs previous 13F -10,587 shares

    1.96% of the 13F portfolio, value $50,762,171.

    13F-HR 0001666736-25-000008 filed by Gerber Kawasaki Wealth & Investment Management
    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 1,926,141 shares
    Change vs previous 13F +17,554 shares

    2.42% of the 13F portfolio, value $53,854,833.

    13F-HR 0001666736-25-000006 filed by Gerber Kawasaki Wealth & Investment Management
    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 1,908,587 shares
    Change vs previous 13F +1,276,461 shares

    2.27% of the 13F portfolio, value $52,142,583.

    13F-HR 0001666736-25-000004 filed by Gerber Kawasaki Wealth & Investment Management
    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 632,126 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $53,433,561.

    13F-HR 0001666736-24-000012 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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