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Kingsman Wealth Management, Inc.: SCHD position timeline

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

Kingsman Wealth Management, Inc. held 15,867 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,867 shares
    Change vs previous 13F +6 shares

    0.23% of the 13F portfolio, value $516,167.

    13F-HR 0002066184-26-000005 filed by Kingsman Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,861 shares
    Change vs previous 13F +6 shares

    0.24% of the 13F portfolio, value $502,960.

    13F-HR 0002066184-26-000003 filed by Kingsman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,855 shares
    Change vs previous 13F +6 shares

    0.27% of the 13F portfolio, value $486,440.

    13F-HR 0002066184-26-000002 filed by Kingsman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,849 shares
    Change vs previous 13F +8 shares

    0.24% of the 13F portfolio, value $434,738.

    13F-HR 0002066184-26-000001 filed by Kingsman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 15,841 shares
    Change vs previous 13F +7 shares

    0.24% of the 13F portfolio, value $432,463.

    13F-HR 0002066184-25-000008 filed by Kingsman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,834 shares
    Change vs previous 13F -120 shares

    0.26% of the 13F portfolio, value $419,602.

    13F-HR 0002066184-25-000004 filed by Kingsman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 15,954 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $446,077.

    13F-HR 0002066184-25-000003 filed by Kingsman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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