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Global Wealth Management, LLC: SCHD position timeline

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

Global Wealth Management, LLC held 628,850 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 628,850 shares
    Change vs previous 13F +10,815 shares

    10.15% of the 13F portfolio, value $19,940,838.

    13F-HR 0002039738-26-000003 filed by Global Wealth Management, 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 618,035 shares
    Change vs previous 13F -49,297 shares

    10.34% of the 13F portfolio, value $18,961,307.

    13F-HR 0002039738-26-000002 filed by Global Wealth Management, 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 667,332 shares
    Change vs previous 13F -41,524 shares

    9.85% of the 13F portfolio, value $18,304,926.

    13F-HR 0002039738-26-000001 filed by Global Wealth Management, 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 708,856 shares
    Change vs previous 13F -1,817 shares

    10.16% of the 13F portfolio, value $19,351,765.

    13F-HR 0002039738-25-000008 filed by Global Wealth Management, 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 710,673 shares
    Change vs previous 13F +20,994 shares

    10.64% of the 13F portfolio, value $19,408,467.

    13F-HR 0002039738-25-000003 filed by Global Wealth Management, 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 689,679 shares
    Change vs previous 13F +444 shares

    11.13% of the 13F portfolio, value $19,283,426.

    13F-HR 0002039738-25-000002 filed by Global Wealth Management, 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 689,235 shares
    Change vs previous 13F +458,338 shares

    12.02% of the 13F portfolio, value $18,829,908.

    13F-HR 0002039738-25-000001 filed by Global Wealth Management, 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 230,897 shares
    Change vs previous 13F not available

    13.2% of the 13F portfolio, value $19,517,716.

    13F-HR 0002039738-24-000001 filed by Global Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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