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PERSPECTIVE WEALTH ADVISORS LLC: SCHD position timeline

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

PERSPECTIVE WEALTH ADVISORS LLC held 85,520 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,520 shares
    Change vs previous 13F +8,153 shares

    1.49% of the 13F portfolio, value $2,711,838.

    13F-HR 0001986152-26-000138 filed by PERSPECTIVE WEALTH ADVISORS 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 77,367 shares
    Change vs previous 13F +8,194 shares

    1.54% of the 13F portfolio, value $2,373,618.

    13F-HR 0001986152-26-000074 filed by PERSPECTIVE WEALTH ADVISORS 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 69,173 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $1,897,415.

    13F-HR 0001986152-26-000036 filed by PERSPECTIVE WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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