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Red Door Wealth Management, LLC: SCHD position timeline

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

Red Door Wealth Management, LLC held 192,929 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,929 shares
    Change vs previous 13F +6,453 shares

    0.56% of the 13F portfolio, value $6,117,788.

    13F-HR 0001172661-26-002598 filed by Red Door 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 186,476 shares
    Change vs previous 13F -11,178 shares

    0.6% of the 13F portfolio, value $5,721,079.

    13F-HR 0001172661-26-001522 filed by Red Door 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 197,654 shares
    Change vs previous 13F -7,152 shares

    0.56% of the 13F portfolio, value $5,421,645.

    13F-HR 0001172661-26-000224 filed by Red Door 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 204,806 shares
    Change vs previous 13F -6,807 shares

    0.59% of the 13F portfolio, value $5,591,222.

    13F-HR 0001172661-25-004250 filed by Red Door 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 211,613 shares
    Change vs previous 13F -1,260 shares

    0.67% of the 13F portfolio, value $5,607,734.

    13F-HR 0001172661-25-002661 filed by Red Door 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 212,873 shares
    Change vs previous 13F -3,731 shares

    0.88% of the 13F portfolio, value $5,951,934.

    13F-HR 0001172661-25-001542 filed by Red Door 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 216,604 shares
    Change vs previous 13F +142,946 shares

    0.91% of the 13F portfolio, value $5,917,611.

    13F-HR 0001172661-25-000262 filed by Red Door 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 73,658 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $6,226,334.

    13F-HR 0001172661-24-004270 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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