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Disclosery

Semus Wealth Partners LLC: SCHD position timeline

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

Semus Wealth Partners LLC held 51,161 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,161 shares
    Change vs previous 13F -156 shares

    0.78% of the 13F portfolio, value $1,622,313.

    13F-HR 0001172661-26-003186 filed by Semus Wealth Partners 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 51,317 shares
    Change vs previous 13F +347 shares

    0.88% of the 13F portfolio, value $1,574,407.

    13F-HR 0001172661-26-001533 filed by Semus Wealth Partners 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 50,970 shares
    Change vs previous 13F +411 shares

    0.75% of the 13F portfolio, value $1,398,112.

    13F-HR 0001172661-26-000325 filed by Semus Wealth Partners 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 50,559 shares
    Change vs previous 13F -474 shares

    0.78% of the 13F portfolio, value $1,380,271.

    13F-HR 0001172661-25-004356 filed by Semus Wealth Partners 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 51,033 shares
    Change vs previous 13F +420 shares

    0.88% of the 13F portfolio, value $1,352,375.

    13F-HR 0001172661-25-003021 filed by Semus Wealth Partners 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 50,613 shares
    Change vs previous 13F -984 shares

    0.99% of the 13F portfolio, value $1,415,140.

    13F-HR 0001172661-25-001605 filed by Semus Wealth Partners 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 51,597 shares
    Change vs previous 13F +34,280 shares

    0.93% of the 13F portfolio, value $1,409,639.

    13F-HR 0001172661-25-000459 filed by Semus Wealth Partners 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 17,317 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,463,830.

    13F-HR 0001172661-24-004510 filed by Semus Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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