Skip to content
Disclosery

Moran Wealth Management, LLC: SCHD position timeline

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

Moran Wealth Management, LLC held 375,959 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 375,959 shares
    Change vs previous 13F +61,514 shares

    0.33% of the 13F portfolio, value $11,921,660.

    13F-HR 0001965334-26-000004 filed by Moran 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 314,445 shares
    Change vs previous 13F +102,610 shares

    0.3% of the 13F portfolio, value $9,647,173.

    13F-HR 0002085853-26-000507 filed by Moran 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 211,835 shares
    Change vs previous 13F +33,837 shares

    0.18% of the 13F portfolio, value $5,810,634.

    13F-HR 0002085853-26-000091 filed by Moran 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 177,998 shares
    Change vs previous 13F +13,831 shares

    0.15% of the 13F portfolio, value $4,859,345.

    13F-HR 0002085853-25-000149 filed by Moran 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 164,167 shares
    Change vs previous 13F +14,435 shares

    0.13% of the 13F portfolio, value $4,350,426.

    13F-HR 0001667731-25-000988 filed by Moran 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 149,732 shares
    Change vs previous 13F -1,189 shares

    0.14% of the 13F portfolio, value $4,186,507.

    13F-HR 0001667731-25-000498 filed by Moran 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 150,921 shares
    Change vs previous 13F +115,552 shares

    0.13% of the 13F portfolio, value $4,123,162.

    13F-HR 0001667731-25-000219 filed by Moran 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 35,369 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,989,742.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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