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SpringVest Wealth Management LLC: SCHD position timeline

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

SpringVest Wealth Management LLC held 86,795 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,795 shares
    Change vs previous 13F +3,992 shares

    1.73% of the 13F portfolio, value $2,752,263.

    13F-HR 0002058986-26-000005 filed by SpringVest 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 82,803 shares
    Change vs previous 13F -2,479 shares

    1.74% of the 13F portfolio, value $2,540,396.

    13F-HR 0002058986-26-000004 filed by SpringVest 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 85,282 shares
    Change vs previous 13F +45 shares

    1.63% of the 13F portfolio, value $2,339,297.

    13F-HR 0002058986-26-000001 filed by SpringVest 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 85,237 shares
    Change vs previous 13F +2,906 shares

    1.71% of the 13F portfolio, value $2,326,976.

    13F-HR 0002058986-25-000003 filed by SpringVest 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 82,331 shares
    Change vs previous 13F -19,016 shares

    1.77% of the 13F portfolio, value $2,181,760.

    13F-HR 0001085146-25-004068 filed by SpringVest 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 101,347 shares
    Change vs previous 13F +1,422 shares

    2.35% of the 13F portfolio, value $2,833,664.

    13F-HR 0001085146-25-002663 filed by SpringVest 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 99,925 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $2,729,959.

    13F-HR 0001085146-25-001822 filed by SpringVest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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