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JOURNEY STRATEGIC WEALTH LLC: SCHD position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 30,930 SCHD shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 30,930 shares
    Change vs previous 13F -2,818 shares

    0.02% of the 13F portfolio, value $948,932.

    13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 33,748 shares
    Change vs previous 13F -9,754 shares

    0.02% of the 13F portfolio, value $925,717.

    13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 43,502 shares
    Change vs previous 13F -67,015 shares

    0.03% of the 13F portfolio, value $1,187,610.

    13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 110,517 shares
    Change vs previous 13F -1,802 shares

    0.1% of the 13F portfolio, value $2,928,709.

    13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 112,319 shares
    Change vs previous 13F +5,746 shares

    0.11% of the 13F portfolio, value $3,140,431.

    13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 106,573 shares
    Change vs previous 13F +73,310 shares

    0.11% of the 13F portfolio, value $2,911,561.

    13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 33,263 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,811,684.

    13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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