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GW HENSSLER & ASSOCIATES LTD: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GW HENSSLER & ASSOCIATES LTD on SCHD, newest first. How the timeline and the estimate are built.

GW HENSSLER & ASSOCIATES LTD held 12,848 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,848 shares
    Change vs previous 13F +495 shares

    0.02% of the 13F portfolio, value $407,405.

    13F-HR 0001172661-26-002877 filed by GW HENSSLER & ASSOCIATES LTD
    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 12,353 shares
    Change vs previous 13F -317 shares

    0.02% of the 13F portfolio, value $378,985.

    13F-HR 0001172661-26-002261 filed by GW HENSSLER & ASSOCIATES LTD
    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 12,670 shares
    Change vs previous 13F -266 shares

    0.02% of the 13F portfolio, value $347,535.

    13F-HR 0001172661-26-000567 filed by GW HENSSLER & ASSOCIATES LTD
    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 12,936 shares
    Change vs previous 13F -119 shares

    0.02% of the 13F portfolio, value $353,150.

    13F-HR 0001080369-26-000001 filed by GW HENSSLER & ASSOCIATES LTD
    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 13,055 shares
    Change vs previous 13F -4,003 shares

    0.02% of the 13F portfolio, value $345,966.

    13F-HR 0001080369-25-000009 filed by GW HENSSLER & ASSOCIATES LTD
    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/A 17,058 shares
    Change vs previous 13F +8,409 shares

    0.03% of the 13F portfolio, value $476,952.

    13F-HR/A 0001080369-25-000007 filed by GW HENSSLER & ASSOCIATES LTD
    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 8,649 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $731,135.

    13F-HR 0001080369-25-000002 filed by GW HENSSLER & ASSOCIATES LTD
    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 8,649 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $731,135.

    13F-HR 0001080369-24-000008 filed by GW HENSSLER & ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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