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Pasadena Private Wealth, LLC: SCHD position timeline

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

Pasadena Private Wealth, LLC held 85,824 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,824 shares
    Change vs previous 13F +3,822 shares

    0.35% of the 13F portfolio, value $2,721,478.

    13F-HR 0002073679-26-000083 filed by Pasadena Private Wealth, 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 82,002 shares
    Change vs previous 13F +3,117 shares

    0.35% of the 13F portfolio, value $2,515,832.

    13F-HR 0002073679-26-000047 filed by Pasadena Private Wealth, 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 78,885 shares
    Change vs previous 13F -2,039 shares

    0.3% of the 13F portfolio, value $2,163,825.

    13F-HR 0002073679-26-000020 filed by Pasadena Private Wealth, 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 80,924 shares
    Change vs previous 13F -1,530 shares

    0.32% of the 13F portfolio, value $2,209,225.

    13F-HR 0001760578-25-000008 filed by Pasadena Private Wealth, 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 82,454 shares
    Change vs previous 13F +2,475 shares

    0.37% of the 13F portfolio, value $2,185,026.

    13F-HR 0001760578-25-000004 filed by Pasadena Private Wealth, 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 79,979 shares
    Change vs previous 13F +13,809 shares

    0.43% of the 13F portfolio, value $2,236,224.

    13F-HR 0001760578-25-000003 filed by Pasadena Private Wealth, 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 66,170 shares
    Change vs previous 13F +44,417 shares

    0.37% of the 13F portfolio, value $1,807,762.

    13F-HR 0001760578-25-000002 filed by Pasadena Private Wealth, 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 21,753 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,838,794.

    13F-HR 0001760578-24-000002 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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