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Next Level Wealth Planning, LLC: SCHD position timeline

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

Next Level Wealth Planning, LLC held 455,656 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 455,656 shares
    Change vs previous 13F +17,404 shares

    6.36% of the 13F portfolio, value $14,448,879.

    13F-HR 0002085853-26-000911 filed by Next Level Wealth Planning, 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 438,252 shares
    Change vs previous 13F +7,350 shares

    6.91% of the 13F portfolio, value $13,445,580.

    13F-HR 0002085853-26-000441 filed by Next Level Wealth Planning, 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 430,902 shares
    Change vs previous 13F +20,443 shares

    6.29% of the 13F portfolio, value $11,819,646.

    13F-HR 0002085853-26-000086 filed by Next Level Wealth Planning, 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 410,459 shares
    Change vs previous 13F +27,289 shares

    6.33% of the 13F portfolio, value $11,205,555.

    13F-HR 0002085853-25-000192 filed by Next Level Wealth Planning, 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 383,170 shares
    Change vs previous 13F +34,731 shares

    6.5% of the 13F portfolio, value $10,153,999.

    13F-HR 0001667731-25-000923 filed by Next Level Wealth Planning, 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 348,439 shares
    Change vs previous 13F +21,228 shares

    7.38% of the 13F portfolio, value $9,742,372.

    13F-HR 0001667731-25-000596 filed by Next Level Wealth Planning, 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 327,211 shares
    Change vs previous 13F not available

    7.03% of the 13F portfolio, value $8,939,421.

    13F-HR 0001667731-25-000183 filed by Next Level Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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