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Paradigm, Strategies in Wealth Management, LLC: SCHD position timeline

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

Paradigm, Strategies in Wealth Management, LLC held 610,039 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 610,039 shares
    Change vs previous 13F -29,791 shares

    11.79% of the 13F portfolio, value $19,344,334.

    13F-HR 0001172661-26-002719 filed by Paradigm, Strategies in Wealth Management, 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 639,830 shares
    Change vs previous 13F -45,336 shares

    13.32% of the 13F portfolio, value $19,629,995.

    13F-HR 0001172661-26-001615 filed by Paradigm, Strategies in Wealth Management, 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 685,166 shares
    Change vs previous 13F -26,620 shares

    12.33% of the 13F portfolio, value $18,794,093.

    13F-HR 0001172661-26-000261 filed by Paradigm, Strategies in Wealth Management, 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 711,786 shares
    Change vs previous 13F -11,947 shares

    12.45% of the 13F portfolio, value $19,431,746.

    13F-HR 0001172661-25-004379 filed by Paradigm, Strategies in Wealth Management, 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 723,733 shares
    Change vs previous 13F +21,445 shares

    12.56% of the 13F portfolio, value $19,178,927.

    13F-HR 0001172661-25-002852 filed by Paradigm, Strategies in Wealth Management, 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 702,288 shares
    Change vs previous 13F -1,293 shares

    13.24% of the 13F portfolio, value $19,635,966.

    13F-HR 0001172661-25-001600 filed by Paradigm, Strategies in Wealth Management, 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 703,581 shares
    Change vs previous 13F +459,361 shares

    12.67% of the 13F portfolio, value $19,221,826.

    13F-HR 0001172661-25-000186 filed by Paradigm, Strategies in Wealth Management, 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 244,220 shares
    Change vs previous 13F not available

    12.93% of the 13F portfolio, value $20,643,939.

    13F-HR 0001172661-24-004344 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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