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Pacific Wealth Strategies Group, Inc.: SCHD position timeline

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

Pacific Wealth Strategies Group, Inc. held 51,235 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,235 shares
    Change vs previous 13F +1,610 shares

    0.93% of the 13F portfolio, value $1,624,662.

    13F-HR 0001766571-26-000004 filed by Pacific Wealth Strategies Group, Inc.
    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 49,625 shares
    Change vs previous 13F -1,945 shares

    0.95% of the 13F portfolio, value $1,522,495.

    13F-HR 0001766571-26-000003 filed by Pacific Wealth Strategies Group, Inc.
    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 51,570 shares
    Change vs previous 13F -2,781 shares

    0.8% of the 13F portfolio, value $1,414,565.

    13F-HR 0001766571-26-000002 filed by Pacific Wealth Strategies Group, Inc.
    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 54,351 shares
    Change vs previous 13F +55 shares

    0.91% of the 13F portfolio, value $1,483,782.

    13F-HR 0001766571-25-000008 filed by Pacific Wealth Strategies Group, Inc.
    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 54,296 shares
    Change vs previous 13F -2,895 shares

    0.94% of the 13F portfolio, value $1,438,844.

    13F-HR 0001766571-25-000006 filed by Pacific Wealth Strategies Group, Inc.
    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 57,191 shares
    Change vs previous 13F +772 shares

    1.19% of the 13F portfolio, value $1,599,060.

    13F-HR 0001766571-25-000003 filed by Pacific Wealth Strategies Group, Inc.
    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 56,419 shares
    Change vs previous 13F +38,115 shares

    1.07% of the 13F portfolio, value $1,541,367.

    13F-HR 0001766571-25-000002 filed by Pacific Wealth Strategies Group, Inc.
    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 18,304 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,547,237.

    13F-HR 0001766571-24-000007 filed by Pacific Wealth Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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