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Madison Wealth Partners, Inc: SCHD position timeline

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

Madison Wealth Partners, Inc held 76,620 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,620 shares
    Change vs previous 13F +18,971 shares

    0.31% of the 13F portfolio, value $2,429,629.

    13F-HR 0001104659-26-094666 filed by Madison Wealth Partners, Inc
    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 57,649 shares
    Change vs previous 13F +18,021 shares

    0.28% of the 13F portfolio, value $1,768,685.

    13F-HR 0001104659-26-052362 filed by Madison Wealth Partners, Inc
    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 39,628 shares
    Change vs previous 13F +20,296 shares

    0.2% of the 13F portfolio, value $1,087,000.

    13F-HR 0001104659-26-012404 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 19,332 shares
    Change vs previous 13F -7,060 shares

    0.1% of the 13F portfolio, value $527,765.

    13F-HR 0001104659-25-109982 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 26,392 shares
    Change vs previous 13F -9,297 shares

    0.15% of the 13F portfolio, value $699,388.

    13F-HR 0001951757-25-000996 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 35,689 shares
    Change vs previous 13F +172 shares

    0.25% of the 13F portfolio, value $997,864.

    13F-HR 0001951757-25-000413 filed by Madison Wealth Partners, Inc
    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 35,517 shares
    Change vs previous 13F +23,779 shares

    0.27% of the 13F portfolio, value $970,324.

    13F-HR 0001951757-25-000215 filed by Madison Wealth Partners, Inc
    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 11,738 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $992,174.

    13F-HR 0001951757-24-001116 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

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