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Disclosery

SK Wealth Management, LLC: SCHD position timeline

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

SK Wealth Management, LLC held 10,976 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,976 shares
    Change vs previous 13F -710 shares

    0.08% of the 13F portfolio, value $375,262.

    13F-HR 0001867958-26-000006 filed by SK Wealth Management, 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 11,686 shares
    Change vs previous 13F +97 shares

    0.1% of the 13F portfolio, value $358,049.

    13F-HR 0001867958-26-000005 filed by SK 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 ended2025-12-31
    13F 11,589 shares
    Change vs previous 13F -182 shares

    0.09% of the 13F portfolio, value $340,355.

    13F-HR 0001867958-26-000001 filed by SK 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 ended2025-09-30
    13F 11,771 shares
    Change vs previous 13F -272 shares

    0.12% of the 13F portfolio, value $317,821.

    13F-HR 0001867958-25-000006 filed by SK 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 ended2025-06-30
    13F 12,043 shares
    Change vs previous 13F +123 shares

    0.14% of the 13F portfolio, value $328,660.

    13F-HR 0001867958-25-000004 filed by SK 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 ended2025-03-31
    13F 11,920 shares
    Change vs previous 13F -4,007 shares

    0.16% of the 13F portfolio, value $298,357.

    13F-HR 0001867958-25-000003 filed by SK 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 ended2024-12-31
    13F 15,927 shares
    Change vs previous 13F -145 shares

    0.22% of the 13F portfolio, value $435,113.

    13F-HR 0001867958-25-000002 filed by SK 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 ended2024-09-30
    13F 16,072 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $441,485.

    13F-HR 0001867958-24-000002 filed by SK Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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