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Onyx Bridge Wealth Group LLC: SCHD position timeline

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

Onyx Bridge Wealth Group LLC held 175,970 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 175,970 shares
    Change vs previous 13F +1,215 shares

    0.5% of the 13F portfolio, value $5,580,002.

    13F-HR 0001819476-26-000005 filed by Onyx Bridge Wealth Group 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 174,755 shares
    Change vs previous 13F -1,994 shares

    0.58% of the 13F portfolio, value $5,361,497.

    13F-HR 0001819476-26-000003 filed by Onyx Bridge Wealth Group 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 176,749 shares
    Change vs previous 13F -363,277 shares

    0.52% of the 13F portfolio, value $4,848,231.

    13F-HR 0001819476-26-000001 filed by Onyx Bridge Wealth Group 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 540,026 shares
    Change vs previous 13F +8,697 shares

    1.6% of the 13F portfolio, value $14,742,703.

    13F-HR 0001819476-25-000008 filed by Onyx Bridge Wealth Group 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 531,329 shares
    Change vs previous 13F +15,759 shares

    1.86% of the 13F portfolio, value $14,080,227.

    13F-HR 0001819476-25-000007 filed by Onyx Bridge Wealth Group 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 515,570 shares
    Change vs previous 13F +38,262 shares

    2.07% of the 13F portfolio, value $14,415,335.

    13F-HR 0001819476-25-000005 filed by Onyx Bridge Wealth Group 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 477,308 shares
    Change vs previous 13F +335,378 shares

    1.88% of the 13F portfolio, value $13,040,044.

    13F-HR 0001819476-25-000002 filed by Onyx Bridge Wealth Group 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 141,930 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $11,997,333.

    13F-HR 0001819476-24-000009 filed by Onyx Bridge Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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