Skip to content
Disclosery

HRC WEALTH MANAGEMENT, LLC: SCHD position timeline

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

HRC WEALTH MANAGEMENT, LLC held 274,610 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 274,610 shares
    Change vs previous 13F +2,196 shares

    3.56% of the 13F portfolio, value $8,707,879.

    13F-HR 0001172661-26-002576 filed by HRC 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 272,414 shares
    Change vs previous 13F +19,213 shares

    3.95% of the 13F portfolio, value $8,357,674.

    13F-HR 0001172661-26-001695 filed by HRC 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 253,201 shares
    Change vs previous 13F +1,908 shares

    3.33% of the 13F portfolio, value $6,945,316.

    13F-HR 0001172661-26-000243 filed by HRC 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 251,293 shares
    Change vs previous 13F +2,570 shares

    3.35% of the 13F portfolio, value $6,860,286.

    13F-HR 0001172661-25-004294 filed by HRC 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 248,723 shares
    Change vs previous 13F +2,148 shares

    3.51% of the 13F portfolio, value $6,591,149.

    13F-HR 0001172661-25-002668 filed by HRC 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 246,575 shares
    Change vs previous 13F -11,406 shares

    4.28% of the 13F portfolio, value $6,894,242.

    13F-HR 0001172661-25-001722 filed by HRC 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 257,981 shares
    Change vs previous 13F +172,909 shares

    4.18% of the 13F portfolio, value $7,048,046.

    13F-HR 0001172661-25-000686 filed by HRC 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 85,072 shares
    Change vs previous 13F not available

    4.64% of the 13F portfolio, value $7,191,160.

    13F-HR 0001172661-24-004563 filed by HRC WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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