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Disclosery

Maridea Wealth Management LLC: SCHD position timeline

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

Maridea Wealth Management LLC held 127,410 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,410 shares
    Change vs previous 13F +6,790 shares

    0.44% of the 13F portfolio, value $4,040,172.

    13F-HR 0001951757-26-001115 filed by Maridea 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 120,620 shares
    Change vs previous 13F -2,886 shares

    0.54% of the 13F portfolio, value $3,700,624.

    13F-HR 0001951757-26-000680 filed by Maridea 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 123,506 shares
    Change vs previous 13F -17,344 shares

    0.51% of the 13F portfolio, value $3,387,770.

    13F-HR 0001951757-26-000036 filed by Maridea 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 140,850 shares
    Change vs previous 13F -7,135 shares

    0.59% of the 13F portfolio, value $3,801,537.

    13F-HR 0001951757-25-001342 filed by Maridea 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 147,985 shares
    Change vs previous 13F +111,542 shares

    1.02% of the 13F portfolio, value $3,921,589.

    13F-HR 0001951757-25-000866 filed by Maridea 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 36,443 shares
    Change vs previous 13F -1,411 shares

    0.33% of the 13F portfolio, value $1,018,948.

    13F-HR 0001951757-25-000523 filed by Maridea 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 37,854 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,034,174.

    13F-HR 0001951757-25-000242 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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