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Disclosery

Selby Wealth Management, LLC: SCHD position timeline

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

Selby Wealth Management, LLC held 99,145 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,145 shares
    Change vs previous 13F +33 shares

    1.11% of the 13F portfolio, value $3,143,878.

    13F-HR 0001951757-26-000947 filed by Selby Wealth Management, 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 99,112 shares
    Change vs previous 13F -2,405 shares

    1.2% of the 13F portfolio, value $3,040,751.

    13F-HR 0001951757-26-000550 filed by Selby Wealth Management, 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 101,517 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,784,598.

    13F-HR 0001951757-26-000425 filed by Selby Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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