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Sound View Wealth Advisors Group, LLC: SCHD position timeline

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

Sound View Wealth Advisors Group, LLC held 517,197 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 517,197 shares
    Change vs previous 13F -3,394 shares

    1.02% of the 13F portfolio, value $16,400,327.

    13F-HR 0001765380-26-000326 filed by Sound View Wealth Advisors Group, 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 520,591 shares
    Change vs previous 13F -28,775 shares

    1.09% of the 13F portfolio, value $15,971,743.

    13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors Group, 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 549,366 shares
    Change vs previous 13F +28,380 shares

    1.01% of the 13F portfolio, value $15,069,115.

    13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors Group, 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 520,986 shares
    Change vs previous 13F -7,084 shares

    0.98% of the 13F portfolio, value $14,222,913.

    13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors Group, 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 528,070 shares
    Change vs previous 13F -19,395 shares

    1.03% of the 13F portfolio, value $13,993,843.

    13F-HR 0001765380-25-000306 filed by Sound View Wealth Advisors Group, 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 547,465 shares
    Change vs previous 13F -85,101 shares

    1.26% of the 13F portfolio, value $15,307,129.

    13F-HR 0001765380-25-000197 filed by Sound View Wealth Advisors Group, 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 632,566 shares
    Change vs previous 13F +433,044 shares

    1.39% of the 13F portfolio, value $17,281,716.

    13F-HR 0001765380-25-000062 filed by Sound View Wealth Advisors Group, 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 199,522 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $16,865,578.

    13F-HR 0001765380-24-000421 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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