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Montz Harcus Wealth Management LLC: SCHD position timeline

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

Montz Harcus Wealth Management LLC held 11,951 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,951 shares
    Change vs previous 13F +1,359 shares

    0.14% of the 13F portfolio, value $388,764.

    13F-HR 0002085853-26-001134 filed by Montz Harcus Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,592 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $335,882.

    13F-HR 0002085853-26-000855 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).