Skip to content
Disclosery

Sarver Vrooman Wealth Advisors: SCHD position timeline

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

Sarver Vrooman Wealth Advisors held 1,694,611 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,694,611 shares
    Change vs previous 13F +33,514 shares

    32.43% of the 13F portfolio, value $55,125,701.

    13F-HR 0002076215-26-000006 filed by Sarver Vrooman Wealth Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,661,097 shares
    Change vs previous 13F +7,002 shares

    31.82% of the 13F portfolio, value $53,387,993.

    13F-HR 0002076215-26-000005 filed by Sarver Vrooman Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,654,095 shares
    Change vs previous 13F +1,113 shares

    31.26% of the 13F portfolio, value $50,747,625.

    13F-HR 0002076215-26-000003 filed by Sarver Vrooman Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 1,652,982 shares
    Change vs previous 13F +9,199 shares

    28.82% of the 13F portfolio, value $45,341,287.

    13F-HR/A 0002076215-26-000004 filed by Sarver Vrooman Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,643,783 shares
    Change vs previous 13F -2,928 shares

    28.84% of the 13F portfolio, value $44,875,269.

    13F-HR 0002076215-25-000004 filed by Sarver Vrooman Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,646,711 shares
    Change vs previous 13F +2,906 shares

    29% of the 13F portfolio, value $43,637,858.

    13F-HR 0002076215-25-000002 filed by Sarver Vrooman Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,643,805 shares
    Change vs previous 13F not available

    30.58% of the 13F portfolio, value $45,960,811.

    13F-HR 0002076215-25-000001 filed by Sarver Vrooman Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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