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Greenhouse Wealth Management, LLC: SCHD position timeline

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

Greenhouse Wealth Management, LLC held 10,800 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,800 shares
    Change vs previous 13F -13,125 shares

    0.24% of the 13F portfolio, value $342,471.

    13F-HR 0001951757-26-001111 filed by Greenhouse 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 23,925 shares
    Change vs previous 13F +89 shares

    0.45% of the 13F portfolio, value $734,008.

    13F-HR 0001951757-26-000710 filed by Greenhouse 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 23,836 shares
    Change vs previous 13F -1,429 shares

    0.39% of the 13F portfolio, value $653,809.

    13F-HR 0001951757-26-000266 filed by Greenhouse 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 25,265 shares
    Change vs previous 13F -472 shares

    0.41% of the 13F portfolio, value $689,738.

    13F-HR 0001951757-25-001212 filed by Greenhouse 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 25,737 shares
    Change vs previous 13F -464 shares

    0.44% of the 13F portfolio, value $682,034.

    13F-HR 0001951757-25-000883 filed by Greenhouse 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 26,201 shares
    Change vs previous 13F +96 shares

    0.55% of the 13F portfolio, value $732,582.

    13F-HR 0001951757-25-000379 filed by Greenhouse 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 26,105 shares
    Change vs previous 13F +16,257 shares

    0.47% of the 13F portfolio, value $713,197.

    13F-HR 0001951757-25-000027 filed by Greenhouse 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 9,848 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $832,454.

    13F-HR 0001951757-24-000991 filed by Greenhouse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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