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Disclosery

Strategic Family Wealth Counselors, L.L.C.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Family Wealth Counselors, L.L.C. on SCHD, newest first. How the timeline and the estimate are built.

Strategic Family Wealth Counselors, L.L.C. held 464,827 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 464,827 shares
    Change vs previous 13F +7,542 shares

    3.43% of the 13F portfolio, value $14,739,650.

    13F-HR 0001729755-26-000003 filed by Strategic Family Wealth Counselors, L.L.C.
    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 457,285 shares
    Change vs previous 13F -3,217 shares

    3.69% of the 13F portfolio, value $14,029,501.

    13F-HR 0001729755-26-000002 filed by Strategic Family Wealth Counselors, L.L.C.
    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 460,502 shares
    Change vs previous 13F -7,734 shares

    2.97% of the 13F portfolio, value $13,216,408.

    13F-HR 0001729755-26-000001 filed by Strategic Family Wealth Counselors, L.L.C.
    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 468,236 shares
    Change vs previous 13F +2,606 shares

    3.29% of the 13F portfolio, value $12,782,841.

    13F-HR 0001729755-25-000002 filed by Strategic Family Wealth Counselors, L.L.C.
    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 465,630 shares
    Change vs previous 13F -16,604 shares

    3.52% of the 13F portfolio, value $12,339,206.

    13F-HR 0001221073-25-000080 filed by Strategic Family Wealth Counselors, L.L.C.
    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 482,234 shares
    Change vs previous 13F +9,060 shares

    4.38% of the 13F portfolio, value $13,483,273.

    13F-HR 0001221073-25-000050 filed by Strategic Family Wealth Counselors, L.L.C.
    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 473,174 shares
    Change vs previous 13F +312,418 shares

    4.21% of the 13F portfolio, value $12,927,102.

    13F-HR 0001221073-25-000018 filed by Strategic Family Wealth Counselors, L.L.C.
    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 160,756 shares
    Change vs previous 13F not available

    4.75% of the 13F portfolio, value $13,588,730.

    13F-HR 0001221073-24-000094 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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