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REGIMEN WEALTH, LLC: SCHD position timeline

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

REGIMEN WEALTH, LLC held 945,328 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 945,328 shares
    Change vs previous 13F +16,981 shares

    8.08% of the 13F portfolio, value $29,976,339.

    13F-HR 0001765380-26-000285 filed by REGIMEN 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 928,347 shares
    Change vs previous 13F +201,735 shares

    8.32% of the 13F portfolio, value $28,481,679.

    13F-HR 0001765380-26-000178 filed by REGIMEN 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 726,612 shares
    Change vs previous 13F +2,563 shares

    5.83% of the 13F portfolio, value $19,930,975.

    13F-HR 0001963863-26-000001 filed by REGIMEN 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 724,049 shares
    Change vs previous 13F +1,710 shares

    5.87% of the 13F portfolio, value $19,760,595.

    13F-HR 0001765380-25-000464 filed by REGIMEN 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 722,339 shares
    Change vs previous 13F -363,800 shares

    5.94% of the 13F portfolio, value $19,141,970.

    13F-HR 0001765380-25-000292 filed by REGIMEN 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 1,086,139 shares
    Change vs previous 13F +24,323 shares

    9.76% of the 13F portfolio, value $30,376,129.

    13F-HR 0001765380-25-000230 filed by REGIMEN 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 1,061,816 shares
    Change vs previous 13F +694,159 shares

    9.47% of the 13F portfolio, value $29,008,811.

    13F-HR 0001765380-25-000103 filed by REGIMEN WEALTH, 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 367,657 shares
    Change vs previous 13F not available

    10.05% of the 13F portfolio, value $31,078,005.

    13F-HR 0001765380-24-000456 filed by REGIMEN WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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