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LongView Wealth Management: SCHD position timeline

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

LongView Wealth Management held 629,765 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 629,765 shares
    Change vs previous 13F -33,637 shares

    5.12% of the 13F portfolio, value $19,969,836.

    13F-HR 0001990190-26-000003 filed by LongView 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 663,402 shares
    Change vs previous 13F -122,474 shares

    5.12% of the 13F portfolio, value $20,373,071.

    13F-HR 0001990190-26-000002 filed by LongView 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 785,876 shares
    Change vs previous 13F -24,194 shares

    5.41% of the 13F portfolio, value $22,397,478.

    13F-HR 0001990190-26-000001 filed by LongView 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 ended2025-09-30
    13F 810,070 shares
    Change vs previous 13F -9,757 shares

    5.99% of the 13F portfolio, value $22,114,909.

    13F-HR 0001990190-25-000008 filed by LongView 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 ended2025-06-30
    13F 819,827 shares
    Change vs previous 13F +4,286 shares

    6.58% of the 13F portfolio, value $21,725,427.

    13F-HR 0001990190-25-000004 filed by LongView 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 ended2025-03-31
    13F 815,541 shares
    Change vs previous 13F +48,108 shares

    6.84% of the 13F portfolio, value $22,802,528.

    13F-HR 0001990190-25-000003 filed by LongView 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 ended2024-12-31
    13F 767,433 shares
    Change vs previous 13F +548,146 shares

    6.39% of the 13F portfolio, value $20,966,262.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 219,287 shares
    Change vs previous 13F not available

    5.92% of the 13F portfolio, value $18,536,348.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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