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Disclosery

Smith Partners Wealth Management, LLC: SCHD position timeline

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

Smith Partners Wealth Management, LLC held 47,856 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,856 shares
    Change vs previous 13F -20,851 shares

    1.21% of the 13F portfolio, value $1,517,514.

    13F-HR 0001398344-26-013876 filed by Smith Partners 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 68,707 shares
    Change vs previous 13F -11,775 shares

    1.89% of the 13F portfolio, value $2,107,931.

    13F-HR 0001398344-26-008891 filed by Smith Partners 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 80,482 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $2,207,621.

    13F-HR 0001398344-26-003144 filed by Smith Partners Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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