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SHEETS SMITH WEALTH MANAGEMENT: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEETS SMITH WEALTH MANAGEMENT on SCHD, newest first. How the timeline and the estimate are built.

SHEETS SMITH WEALTH MANAGEMENT held 239,869 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 239,869 shares
    Change vs previous 13F -7,730 shares

    0.76% of the 13F portfolio, value $7,606,246.

    13F-HR 0001398344-26-012106 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 247,599 shares
    Change vs previous 13F +1,916 shares

    0.85% of the 13F portfolio, value $7,596,343.

    13F-HR 0001398344-26-006590 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 245,683 shares
    Change vs previous 13F -8,485 shares

    0.74% of the 13F portfolio, value $6,739,093.

    13F-HR 0001398344-26-000857 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 254,168 shares
    Change vs previous 13F -36,594 shares

    0.79% of the 13F portfolio, value $6,938,792.

    13F-HR 0001398344-25-019206 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 290,762 shares
    Change vs previous 13F +4,001 shares

    0.9% of the 13F portfolio, value $7,705,185.

    13F-HR 0001398344-25-013145 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 286,761 shares
    Change vs previous 13F -46,010 shares

    1% of the 13F portfolio, value $8,017,833.

    13F-HR 0001398344-25-007527 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 332,771 shares
    Change vs previous 13F +221,710 shares

    1.11% of the 13F portfolio, value $9,091,315.

    13F-HR 0001398344-25-000761 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 111,061 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $9,387,971.

    13F-HR 0001398344-24-019807 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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