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Disclosery

Merited Wealth, LLC: SCHD position timeline

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

Merited Wealth, LLC held 7,490 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 7,490 shares
    Change vs previous 13F -2,640 shares

    0.17% of the 13F portfolio, value $243,648.

    13F-HR 0001214659-26-012783 filed by Merited Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,130 shares
    Change vs previous 13F -13,111 shares

    0.23% of the 13F portfolio, value $321,220.

    13F-HR 0001214659-26-010438 filed by Merited Wealth, LLC
    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 23,241 shares
    Change vs previous 13F +1,353 shares

    0.59% of the 13F portfolio, value $713,032.

    13F-HR 0001214659-26-005067 filed by Merited Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,888 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $600,388.

    13F-HR 0001214659-26-003829 filed by Merited Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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