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River Wealth Advisors LLC: SCHD position timeline

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

River Wealth Advisors LLC held 9,774 SCHD shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 9,774 shares
    Change vs previous 13F -221 shares

    0.03% of the 13F portfolio, value $309,937.

    13F-HR/A 0001642570-26-000008 filed by River 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 9,995 shares
    Change vs previous 13F -1,271 shares

    0.04% of the 13F portfolio, value $306,637.

    13F-HR 0001642570-26-000005 filed by River 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 11,266 shares
    Change vs previous 13F +1,151 shares

    0.03% of the 13F portfolio, value $309,018.

    13F-HR 0001642570-26-000003 filed by River Wealth Advisors 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 10,115 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $276,131.

    13F-HR 0001642570-25-000011 filed by River Wealth Advisors 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 10,115 shares
    Change vs previous 13F -363 shares

    0.03% of the 13F portfolio, value $268,039.

    13F-HR 0001642570-25-000009 filed by River Wealth Advisors 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 10,478 shares
    Change vs previous 13F -761 shares

    0.04% of the 13F portfolio, value $292,959.

    13F-HR 0001642570-25-000006 filed by River Wealth Advisors 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 11,239 shares
    Change vs previous 13F +7,269 shares

    0.04% of the 13F portfolio, value $307,037.

    13F-HR 0001642570-25-000004 filed by River Wealth Advisors 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 3,970 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $335,577.

    13F-HR 0001642570-24-000009 filed by River Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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