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Disclosery

Great Waters Wealth Management: SCHD position timeline

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

Great Waters Wealth Management held 78,784 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 78,784 shares
    Change vs previous 13F +1,465 shares

    0.23% of the 13F portfolio, value $2,562,851.

    13F-HR 0001964535-26-000005 filed by Great Waters Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 77,319 shares
    Change vs previous 13F -3,434 shares

    0.23% of the 13F portfolio, value $2,451,779.

    13F-HR 0001964535-26-000003 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 80,753 shares
    Change vs previous 13F -389 shares

    0.26% of the 13F portfolio, value $2,477,516.

    13F-HR 0001964535-26-000002 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 81,142 shares
    Change vs previous 13F +1,527 shares

    0.24% of the 13F portfolio, value $2,225,717.

    13F-HR 0001964535-26-000001 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 79,615 shares
    Change vs previous 13F -5,939 shares

    0.26% of the 13F portfolio, value $2,173,480.

    13F-HR 0001964535-25-000006 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 85,554 shares
    Change vs previous 13F -1,594 shares

    0.29% of the 13F portfolio, value $2,267,190.

    13F-HR 0001964535-25-000004 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 87,148 shares
    Change vs previous 13F -594 shares

    0.34% of the 13F portfolio, value $2,436,670.

    13F-HR 0001964535-25-000003 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 87,742 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,397,106.

    13F-HR 0001964535-25-000001 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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