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Disclosery

Gray Wealth Management Inc.: SCHD position timeline

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

Gray Wealth Management Inc. held 17,741 SCHD shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 17,741 shares
    Change vs previous 13F +7,162 shares

    0.18% of the 13F portfolio, value $484,689.

    13F-HR 0001172661-25-000605 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 10,579 shares
    Change vs previous 13F -110 shares

    0.35% of the 13F portfolio, value $894,234.

    13F-HR 0001172661-24-004327 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 10,689 shares
    Change vs previous 13F -685 shares

    0.36% of the 13F portfolio, value $831,161.

    13F-HR 0001172661-24-003175 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 11,374 shares
    Change vs previous 13F +159 shares

    0.41% of the 13F portfolio, value $917,069.

    13F-HR 0001172661-24-001980 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 11,215 shares
    Change vs previous 13F -1,721 shares

    0.42% of the 13F portfolio, value $853,771.

    13F-HR 0001172661-24-000409 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 12,936 shares
    Change vs previous 13F -1,327 shares

    0.47% of the 13F portfolio, value $915,339.

    13F-HR 0001172661-23-003514 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 14,263 shares
    Change vs previous 13F -24 shares

    0.52% of the 13F portfolio, value $1,035,757.

    13F-HR 0001172661-23-003026 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 14,287 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,045,212.

    13F-HR 0001172661-23-001660 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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