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New Insight Wealth Advisors: SCHD position timeline

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

New Insight Wealth Advisors held 308,724 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 308,724 shares
    Change vs previous 13F +35,595 shares

    2.89% of the 13F portfolio, value $9,789,630.

    13F-HR 0002022328-26-000003 filed by New Insight Wealth Advisors
    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 273,129 shares
    Change vs previous 13F -39,548 shares

    3% of the 13F portfolio, value $8,379,593.

    13F-HR 0002022328-26-000002 filed by New Insight Wealth Advisors
    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 312,677 shares
    Change vs previous 13F -82,122 shares

    3.06% of the 13F portfolio, value $8,576,717.

    13F-HR 0002022328-26-000001 filed by New Insight Wealth Advisors
    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 394,799 shares
    Change vs previous 13F -186,070 shares

    4.05% of the 13F portfolio, value $10,778,000.

    13F-HR 0002085853-25-000189 filed by New Insight Wealth Advisors
    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 580,869 shares
    Change vs previous 13F -18,592 shares

    6.33% of the 13F portfolio, value $15,393,022.

    13F-HR 0001667731-25-000846 filed by New Insight Wealth Advisors
    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 599,461 shares
    Change vs previous 13F +77,081 shares

    7.61% of the 13F portfolio, value $16,760,916.

    13F-HR 0001667731-25-000559 filed by New Insight Wealth Advisors
    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 522,380 shares
    Change vs previous 13F +357,380 shares

    7.15% of the 13F portfolio, value $14,271,429.

    13F-HR 0001667731-25-000218 filed by New Insight Wealth Advisors
    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 165,000 shares
    Change vs previous 13F not available

    7.34% of the 13F portfolio, value $13,947,461.

    13F-HR 0002022328-24-000002 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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