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McGlone Suttner Wealth Management, Inc.: SCHD position timeline

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

McGlone Suttner Wealth Management, Inc. held 46,516 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 46,516 shares
    Change vs previous 13F -229 shares

    0.18% of the 13F portfolio, value $1,513,174.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 46,745 shares
    Change vs previous 13F +1,083 shares

    0.17% of the 13F portfolio, value $1,482,291.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner 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 45,662 shares
    Change vs previous 13F +1,804 shares

    0.19% of the 13F portfolio, value $1,400,919.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner 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 43,858 shares
    Change vs previous 13F +842 shares

    0.16% of the 13F portfolio, value $1,203,025.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner 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 43,016 shares
    Change vs previous 13F +157 shares

    0.16% of the 13F portfolio, value $1,174,340.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner 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 42,859 shares
    Change vs previous 13F +1,845 shares

    0.17% of the 13F portfolio, value $1,135,771.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner 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 41,014 shares
    Change vs previous 13F +1,016 shares

    0.19% of the 13F portfolio, value $1,146,758.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 39,998 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,092,735.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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