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Disclosery

IHT Wealth Management, LLC: SCHD position timeline

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

IHT Wealth Management, LLC held 217,600 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 217,600 shares
    Change vs previous 13F +26,045 shares

    0.15% of the 13F portfolio, value $6,900,077.

    13F-HR 0001104659-26-096531 filed by IHT 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 191,555 shares
    Change vs previous 13F -9,886 shares

    0.14% of the 13F portfolio, value $5,876,923.

    13F-HR 0001104659-26-061899 filed by IHT 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 201,441 shares
    Change vs previous 13F -124,048 shares

    0.13% of the 13F portfolio, value $5,525,535.

    13F-HR 0001104659-26-016011 filed by IHT 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 325,489 shares
    Change vs previous 13F -190,479 shares

    0.22% of the 13F portfolio, value $8,885,853.

    13F-HR 0001104659-25-112424 filed by IHT 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 515,968 shares
    Change vs previous 13F -10,727 shares

    0.38% of the 13F portfolio, value $13,673,167.

    13F-HR 0001104659-25-078291 filed by IHT 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 526,695 shares
    Change vs previous 13F +11,171 shares

    0.46% of the 13F portfolio, value $14,726,402.

    13F-HR 0001104659-25-049059 filed by IHT 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 515,524 shares
    Change vs previous 13F +312,512 shares

    0.45% of the 13F portfolio, value $14,084,139.

    13F-HR 0001104659-25-013520 filed by IHT 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 203,012 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $17,144,498.

    13F-HR 0001104659-24-118427 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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