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KILEY JUERGENS WEALTH MANAGEMENT, LLC: SCHD position timeline

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

KILEY JUERGENS WEALTH MANAGEMENT, LLC held 578,519 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 578,519 shares
    Change vs previous 13F +733 shares

    2.87% of the 13F portfolio, value $18,344,846.

    13F-HR 0001986152-26-000113 filed by KILEY JUERGENS 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 577,786 shares
    Change vs previous 13F +1,458 shares

    3.13% of the 13F portfolio, value $17,726,481.

    13F-HR 0001986152-26-000050 filed by KILEY JUERGENS 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 576,328 shares
    Change vs previous 13F +20,556 shares

    3.41% of the 13F portfolio, value $15,808,665.

    13F-HR 0001172661-26-000307 filed by KILEY JUERGENS 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 555,772 shares
    Change vs previous 13F -4,480 shares

    3.34% of the 13F portfolio, value $15,172,569.

    13F-HR 0001172661-25-004370 filed by KILEY JUERGENS 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 560,252 shares
    Change vs previous 13F +21,192 shares

    3.43% of the 13F portfolio, value $14,846,675.

    13F-HR 0001172661-25-002634 filed by KILEY JUERGENS 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 539,060 shares
    Change vs previous 13F +27,798 shares

    4.01% of the 13F portfolio, value $15,072,117.

    13F-HR 0001172661-25-001517 filed by KILEY JUERGENS 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 511,262 shares
    Change vs previous 13F +346,000 shares

    3.5% of the 13F portfolio, value $13,967,683.

    13F-HR 0001172661-25-000237 filed by KILEY JUERGENS 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 165,262 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $13,969,560.

    13F-HR 0001172661-24-004247 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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