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Disclosery

Simplicity Wealth,LLC: SCHD position timeline

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

Simplicity Wealth,LLC held 70,212 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,212 shares
    Change vs previous 13F +12,410 shares

    0.08% of the 13F portfolio, value $2,226,418.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 57,802 shares
    Change vs previous 13F +1,005 shares

    0.1% of the 13F portfolio, value $1,773,380.

    13F-HR 0001062993-26-002226 filed by Simplicity 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 ended2025-12-31
    13F 56,797 shares
    Change vs previous 13F -37,686 shares

    0.09% of the 13F portfolio, value $1,557,951.

    13F-HR 0001062993-26-000496 filed by Simplicity 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 ended2025-09-30
    13F 94,483 shares
    Change vs previous 13F -18,596 shares

    0.15% of the 13F portfolio, value $2,579,373.

    13F-HR 0001062993-25-016389 filed by Simplicity 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 ended2025-06-30
    13F 113,079 shares
    Change vs previous 13F -34,105 shares

    0.12% of the 13F portfolio, value $2,996,605.

    13F-HR 0001062993-25-013037 filed by Simplicity 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 ended2025-03-31
    13F 147,184 shares
    Change vs previous 13F +113,807 shares

    0.32% of the 13F portfolio, value $4,115,291.

    13F-HR 0001062993-25-007473 filed by Simplicity 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 ended2024-12-31
    13F 33,377 shares
    Change vs previous 13F +2,118 shares

    0.19% of the 13F portfolio, value $911,860.

    13F-HR 0001062993-25-001833 filed by Simplicity 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 ended2024-09-30
    13F 31,259 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,642,336.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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