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Modern Wealth Management, LLC: SCHD position timeline

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

Modern Wealth Management, LLC held 818,307 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 818,307 shares
    Change vs previous 13F +101,134 shares

    0.31% of the 13F portfolio, value $25,948,502.

    13F-HR 0002001900-26-000007 filed by Modern 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 717,173 shares
    Change vs previous 13F +342,643 shares

    0.38% of the 13F portfolio, value $21,880,943.

    13F-HR 0002001900-26-000006 filed by Modern 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 374,530 shares
    Change vs previous 13F +80,236 shares

    0.19% of the 13F portfolio, value $10,273,352.

    13F-HR 0002001900-26-000001 filed by Modern 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 294,294 shares
    Change vs previous 13F +63,244 shares

    0.16% of the 13F portfolio, value $8,034,216.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 231,050 shares
    Change vs previous 13F +37,812 shares

    0.15% of the 13F portfolio, value $6,122,827.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 193,238 shares
    Change vs previous 13F -382,991 shares

    0.17% of the 13F portfolio, value $5,402,943.

    13F-HR/A 0002001900-25-000019 filed by Modern 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/A 576,229 shares
    Change vs previous 13F +551,060 shares

    0.59% of the 13F portfolio, value $15,742,581.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    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/A 25,169 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,127,518.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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