RMG Wealth Management LLC: SCHD position timeline

RMG Wealth Management LLC held 149,222 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 149,222 shares

   Change vs previous 13F -19,762 shares

   0.53% of the 13F portfolio, value $5,127,709.

   13F-HR 0001214659-26-010074 filed by RMG Wealth Management LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 168,984 shares

   Change vs previous 13F +168,984 shares

   0.62% of the 13F portfolio, value $5,365,242.

   13F-HR 0001214659-26-006124 filed by RMG Wealth Management LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -281,831 shares

   13F-HR 0001214659-26-000932 filed by RMG Wealth Management LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 281,831 shares

   Change vs previous 13F -4,622,777 shares

   1.08% of the 13F portfolio, value $7,640,100.

   13F-HR 0001214659-25-015612 filed by RMG Wealth Management LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,904,608 shares

   Change vs previous 13F not available

   20.39% of the 13F portfolio, value $132,620,594.

   13F-HR 0001214659-25-010807 filed by RMG Wealth Management LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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