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Latko Wealth Management, Ltd.: SCHD position timeline

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

Latko Wealth Management, Ltd. held 382,593 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 382,593 shares
    Change vs previous 13F +27,483 shares

    5.15% of the 13F portfolio, value $12,132,000.

    13F-HR 0001937769-26-000004 filed by Latko Wealth Management, Ltd.
    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 355,110 shares
    Change vs previous 13F -3,812 shares

    5.31% of the 13F portfolio, value $10,894,759.

    13F-HR 0001937769-26-000003 filed by Latko Wealth Management, Ltd.
    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 358,922 shares
    Change vs previous 13F -100,214 shares

    4.82% of the 13F portfolio, value $9,845,245.

    13F-HR 0001937769-26-000002 filed by Latko Wealth Management, Ltd.
    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 459,136 shares
    Change vs previous 13F -41,733 shares

    6.35% of the 13F portfolio, value $12,534,438.

    13F-HR 0001937769-25-000009 filed by Latko Wealth Management, Ltd.
    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 500,869 shares
    Change vs previous 13F +35,854 shares

    7.46% of the 13F portfolio, value $13,273,000.

    13F-HR 0001937769-25-000006 filed by Latko Wealth Management, Ltd.
    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 465,015 shares
    Change vs previous 13F -19,264 shares

    8.43% of the 13F portfolio, value $13,002,000.

    13F-HR 0001937769-25-000005 filed by Latko Wealth Management, Ltd.
    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 484,279 shares
    Change vs previous 13F +328,814 shares

    7.84% of the 13F portfolio, value $13,230,000.

    13F-HR 0001937769-25-000001 filed by Latko Wealth Management, Ltd.
    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 155,465 shares
    Change vs previous 13F not available

    7.97% of the 13F portfolio, value $13,141,000.

    13F-HR 0001937769-24-000001 filed by Latko Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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