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Perigon Wealth Management, LLC: SCHD position timeline

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

Perigon Wealth Management, LLC held 201,744 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,744 shares
    Change vs previous 13F +21,320 shares

    0.1% of the 13F portfolio, value $6,397,314.

    13F-HR 0001951757-26-001189 filed by Perigon 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 180,424 shares
    Change vs previous 13F +10,656 shares

    0.1% of the 13F portfolio, value $5,535,394.

    13F-HR 0001951757-26-000567 filed by Perigon 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 169,768 shares
    Change vs previous 13F -12,492 shares

    0.08% of the 13F portfolio, value $4,656,740.

    13F-HR 0001951757-26-000202 filed by Perigon 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 182,260 shares
    Change vs previous 13F +2,189 shares

    0.1% of the 13F portfolio, value $4,975,708.

    13F-HR 0001951757-25-001161 filed by Perigon 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 180,071 shares
    Change vs previous 13F -10,031 shares

    0.11% of the 13F portfolio, value $4,771,872.

    13F-HR 0001951757-25-000869 filed by Perigon 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 190,102 shares
    Change vs previous 13F +3,489 shares

    0.14% of the 13F portfolio, value $5,315,250.

    13F-HR 0001951757-25-000439 filed by Perigon 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 186,613 shares
    Change vs previous 13F +126,769 shares

    0.13% of the 13F portfolio, value $5,193,453.

    13F-HR 0001951757-25-000106 filed by Perigon 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 59,844 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,058,612.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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