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SILVIA MCCOLL WEALTH MANAGEMENT, LLC: SCHD position timeline

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

SILVIA MCCOLL WEALTH MANAGEMENT, LLC held 47,045 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 47,045 shares
    Change vs previous 13F -550 shares

    0.92% of the 13F portfolio, value $1,530,374.

    13F-HR 0001991983-26-000006 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 47,595 shares
    Change vs previous 13F +89 shares

    0.91% of the 13F portfolio, value $1,509,237.

    13F-HR 0001991983-26-000004 filed by SILVIA MCCOLL 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 47,506 shares
    Change vs previous 13F -1,799 shares

    0.96% of the 13F portfolio, value $1,457,484.

    13F-HR 0001991983-26-000003 filed by SILVIA MCCOLL 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 49,305 shares
    Change vs previous 13F -9,508 shares

    0.9% of the 13F portfolio, value $1,352,436.

    13F-HR 0001991983-26-000002 filed by SILVIA MCCOLL 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 ended2025-09-30
    13F 58,813 shares
    Change vs previous 13F -84,474 shares

    1.09% of the 13F portfolio, value $1,605,595.

    13F-HR 0001991983-25-000008 filed by SILVIA MCCOLL 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 ended2025-06-30
    13F 143,287 shares
    Change vs previous 13F -554,246 shares

    2.76% of the 13F portfolio, value $3,797,106.

    13F-HR 0001991983-25-000005 filed by SILVIA MCCOLL 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 ended2025-03-31
    13F 697,533 shares
    Change vs previous 13F -1,589 shares

    14.79% of the 13F portfolio, value $19,503,013.

    13F-HR 0001991983-25-000003 filed by SILVIA MCCOLL 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 ended2024-12-31
    13F 699,122 shares
    Change vs previous 13F not available

    14.31% of the 13F portfolio, value $19,100,003.

    13F-HR 0001991983-25-000001 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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