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MRWM Advisors, LLC: SCHD position timeline

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

MRWM Advisors, LLC held 224,534 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,534 shares
    Change vs previous 13F +3,740 shares

    2.93% of the 13F portfolio, value $7,119,988.

    13F-HR 0001754960-26-000660 filed by MRWM Advisors, 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 220,794 shares
    Change vs previous 13F -554 shares

    3.67% of the 13F portfolio, value $6,773,976.

    13F-HR 0001754960-26-000284 filed by MRWM Advisors, 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 221,348 shares
    Change vs previous 13F -69,160 shares

    3.26% of the 13F portfolio, value $6,071,564.

    13F-HR 0001754960-26-000115 filed by MRWM Advisors, 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 290,508 shares
    Change vs previous 13F +41,680 shares

    4.52% of the 13F portfolio, value $7,930,859.

    13F-HR 0001754960-25-000717 filed by MRWM Advisors, 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 248,828 shares
    Change vs previous 13F +45,591 shares

    4.13% of the 13F portfolio, value $6,593,930.

    13F-HR 0001754960-25-000620 filed by MRWM Advisors, 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 203,237 shares
    Change vs previous 13F +43,849 shares

    3.95% of the 13F portfolio, value $5,682,496.

    13F-HR 0001754960-25-000621 filed by MRWM Advisors, 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 159,388 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $4,354,487.

    13F-HR 0001754960-25-000622 filed by MRWM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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