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Signal Advisors Wealth, LLC: SCHD position timeline

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

Signal Advisors Wealth, LLC held 238,788 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 238,788 shares
    Change vs previous 13F +5,029 shares

    0.34% of the 13F portfolio, value $7,767,775.

    13F-HR 0002010926-26-000004 filed by Signal Advisors Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 233,759 shares
    Change vs previous 13F +60,654 shares

    0.39% of the 13F portfolio, value $7,412,489.

    13F-HR 0002010926-26-000002 filed by Signal Advisors Wealth, 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 173,105 shares
    Change vs previous 13F +8,758 shares

    0.36% of the 13F portfolio, value $5,310,875.

    13F-HR 0002010926-26-000001 filed by Signal Advisors Wealth, 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 164,347 shares
    Change vs previous 13F +48,744 shares

    0.36% of the 13F portfolio, value $4,508,025.

    13F-HR 0001754960-26-000033 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 115,603 shares
    Change vs previous 13F -3,045 shares

    0.29% of the 13F portfolio, value $3,155,966.

    13F-HR 0001754960-25-000649 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 118,648 shares
    Change vs previous 13F -114,166 shares

    0.25% of the 13F portfolio, value $3,144,174.

    13F-HR 0001754960-25-000342 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 232,814 shares
    Change vs previous 13F -44,482 shares

    0.64% of the 13F portfolio, value $6,509,476.

    13F-HR 0001754960-25-000174 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 277,296 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $7,575,735.

    13F-HR 0001754960-25-000015 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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