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Sendero Wealth Management, LLC: SCHD position timeline

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

Sendero Wealth Management, LLC held 199,675 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,675 shares
    Change vs previous 13F +1,772 shares

    0.63% of the 13F portfolio, value $6,331,691.

    13F-HR 0001639375-26-000013 filed by Sendero 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 197,903 shares
    Change vs previous 13F -2,675 shares

    0.67% of the 13F portfolio, value $6,071,674.

    13F-HR 0001639375-26-000008 filed by Sendero 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 200,578 shares
    Change vs previous 13F -16,548 shares

    0.61% of the 13F portfolio, value $5,501,851.

    13F-HR 0001639375-26-000002 filed by Sendero Wealth Management, 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 217,126 shares
    Change vs previous 13F -89,884 shares

    0.69% of the 13F portfolio, value $5,927,552.

    13F-HR 0001639375-25-000009 filed by Sendero Wealth Management, 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/A 307,010 shares
    Change vs previous 13F -16,453 shares

    1.02% of the 13F portfolio, value $8,135,766.

    13F-HR/A 0001639375-25-000007 filed by Sendero Wealth Management, 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 323,463 shares
    Change vs previous 13F +22,203 shares

    1.26% of the 13F portfolio, value $9,044,016.

    13F-HR 0001639375-25-000003 filed by Sendero Wealth Management, 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 301,260 shares
    Change vs previous 13F +212,603 shares

    1.23% of the 13F portfolio, value $8,230,435.

    13F-HR 0001639375-25-000002 filed by Sendero Wealth Management, 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 88,657 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $7,494,160.

    13F-HR 0001639375-24-000006 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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