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Disclosery

Stillwater Wealth Management Group: SCHD position timeline

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

Stillwater Wealth Management Group held 25,964 SCHD shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 25,964 shares
    Change vs previous 13F +13,691 shares

    0.49% of the 13F portfolio, value $796,566.

    13F-HR 0002063941-26-000002 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 12,273 shares
    Change vs previous 13F +1,778 shares

    0.23% of the 13F portfolio, value $336,652.

    13F-HR 0002063941-26-000001 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 10,495 shares
    Change vs previous 13F -6,243 shares

    0.2% of the 13F portfolio, value $286,512.

    13F-HR 0002063941-25-000005 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 16,738 shares
    Change vs previous 13F +5,408 shares

    0.41% of the 13F portfolio, value $467,995.

    13F-HR 0002063941-25-000002 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 11,330 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $309,542.

    13F-HR 0002063941-25-000001 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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