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Disclosery

NWAM LLC: SCHD position timeline

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

NWAM LLC held 261,366 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 261,366 shares
    Change vs previous 13F +9,649 shares

    0.41% of the 13F portfolio, value $8,287,906.

    13F-HR 0001655006-26-000005 filed by NWAM 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 251,717 shares
    Change vs previous 13F +15,052 shares

    0.44% of the 13F portfolio, value $7,722,680.

    13F-HR 0001655006-26-000004 filed by NWAM 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 236,665 shares
    Change vs previous 13F +5,834 shares

    0.38% of the 13F portfolio, value $6,823,127.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 230,831 shares
    Change vs previous 13F +3,215 shares

    0.34% of the 13F portfolio, value $6,244,830.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 227,616 shares
    Change vs previous 13F +46,154 shares

    0.35% of the 13F portfolio, value $6,031,833.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 181,462 shares
    Change vs previous 13F -42,509 shares

    0.44% of the 13F portfolio, value $5,073,672.

    13F-HR 0001085146-25-002583 filed by NWAM 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 223,971 shares
    Change vs previous 13F +152,873 shares

    0.38% of the 13F portfolio, value $6,118,883.

    13F-HR 0001085146-25-000766 filed by NWAM 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 71,098 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $6,009,956.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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