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Disclosery

Sun Group Wealth Partners: SCHD position timeline

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

Sun Group Wealth Partners held 35,284 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,284 shares
    Change vs previous 13F +15,226 shares

    0.76% of the 13F portfolio, value $1,118,853.

    13F-HR 0001172661-26-002755 filed by Sun Group Wealth Partners
    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 20,058 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $615,380.

    13F-HR 0001172661-26-001608 filed by Sun Group Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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