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Disclosery

Sherman Wealth Management LLC: SCHD position timeline

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

Sherman Wealth Management LLC held 18,359 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,359 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $582,175.

    13F-HR 0001754960-26-000852 filed by Sherman Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,359 shares
    Change vs previous 13F -595 shares

    0.44% of the 13F portfolio, value $582,175.

    13F-HR 0001754960-26-000444 filed by Sherman 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 ended2026-03-31
    13F 18,954 shares
    Change vs previous 13F +31 shares

    0.5% of the 13F portfolio, value $581,512.

    13F-HR 0001754960-26-000218 filed by Sherman 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 ended2025-12-31
    13F/A 18,923 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $519,044.

    13F-HR/A 0001754960-26-000063 filed by Sherman Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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