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Disclosery

NewEdge Wealth, LLC: SCHD position timeline

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

NewEdge Wealth, LLC held 128,499 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,499 shares
    Change vs previous 13F -6,466 shares

    0.04% of the 13F portfolio, value $4,074,711.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 134,965 shares
    Change vs previous 13F -6,244 shares

    0.05% of the 13F portfolio, value $4,140,736.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 141,209 shares
    Change vs previous 13F +13,730 shares

    0.04% of the 13F portfolio, value $3,873,357.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 127,479 shares
    Change vs previous 13F -5,770 shares

    0.05% of the 13F portfolio, value $3,387,128.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 133,249 shares
    Change vs previous 13F +51,105 shares

    0.06% of the 13F portfolio, value $3,564,407.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 82,144 shares
    Change vs previous 13F +643 shares

    0.04% of the 13F portfolio, value $2,296,739.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 81,501 shares
    Change vs previous 13F +52,241 shares

    0.04% of the 13F portfolio, value $2,226,607.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 29,260 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,473,348.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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