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Keudell/Morrison Wealth Management: SCHD position timeline

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

Keudell/Morrison Wealth Management held 1,690,577 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,690,577 shares
    Change vs previous 13F +159,943 shares

    10.13% of the 13F portfolio, value $53,608,187.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
    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 1,530,634 shares
    Change vs previous 13F -65,184 shares

    9.6% of the 13F portfolio, value $46,959,862.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
    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 1,595,818 shares
    Change vs previous 13F +423,734 shares

    9.2% of the 13F portfolio, value $43,773,287.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
    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 1,172,084 shares
    Change vs previous 13F +319,041 shares

    6.89% of the 13F portfolio, value $31,060,228.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
    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 853,043 shares
    Change vs previous 13F +51,286 shares

    5.63% of the 13F portfolio, value $23,851,068.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
    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 801,757 shares
    Change vs previous 13F +551,743 shares

    5.71% of the 13F portfolio, value $21,903,991.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison Wealth Management
    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 250,014 shares
    Change vs previous 13F not available

    5.74% of the 13F portfolio, value $21,133,684.

    13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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