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Disclosery

REDW Wealth LLC: SCHD position timeline

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

REDW Wealth LLC held 53,561 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,561 shares
    Change vs previous 13F +895 shares

    0.61% of the 13F portfolio, value $1,698,419.

    13F-HR 0001688931-26-000007 filed by REDW 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 52,666 shares
    Change vs previous 13F -2,320 shares

    0.64% of the 13F portfolio, value $1,615,793.

    13F-HR 0001688931-26-000005 filed by REDW 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 54,986 shares
    Change vs previous 13F +826 shares

    0.57% of the 13F portfolio, value $1,508,266.

    13F-HR 0001688931-26-000003 filed by REDW 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 54,160 shares
    Change vs previous 13F +1,836 shares

    0.56% of the 13F portfolio, value $1,478,568.

    13F-HR 0001688931-25-000012 filed by REDW 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 52,324 shares
    Change vs previous 13F +4,050 shares

    0.55% of the 13F portfolio, value $1,386,586.

    13F-HR 0001688931-25-000007 filed by REDW 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 48,274 shares
    Change vs previous 13F -229 shares

    0.5% of the 13F portfolio, value $1,349,741.

    13F-HR 0001688931-25-000005 filed by REDW 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 48,503 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,325,091.

    13F-HR 0001688931-25-000002 filed by REDW Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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