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Premier Private Wealth Management LLC: SCHD position timeline

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

Premier Private Wealth Management LLC held 306,387 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 306,387 shares
    Change vs previous 13F +30,563 shares

    8.5% of the 13F portfolio, value $9,715,544.

    13F-HR 0002056550-26-000006 filed by Premier Private 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 275,824 shares
    Change vs previous 13F +84,950 shares

    8.93% of the 13F portfolio, value $8,462,292.

    13F-HR 0002056550-26-000005 filed by Premier Private 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 190,874 shares
    Change vs previous 13F not available

    5.93% of the 13F portfolio, value $5,726,230.

    13F-HR 0002056550-26-000003 filed by Premier Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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