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Thrive Wealth Management, LLC: SCHD position timeline

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

Thrive Wealth Management, LLC held 59,845 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,845 shares
    Change vs previous 13F +7,065 shares

    0.24% of the 13F portfolio, value $1,897,700.

    13F-HR 0001847610-26-000005 filed by Thrive 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 52,780 shares
    Change vs previous 13F +265 shares

    0.24% of the 13F portfolio, value $1,619,303.

    13F-HR 0001847610-26-000003 filed by Thrive 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 52,515 shares
    Change vs previous 13F +285 shares

    0.21% of the 13F portfolio, value $1,440,477.

    13F-HR 0001847610-26-000001 filed by Thrive 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 52,230 shares
    Change vs previous 13F -2,631 shares

    0.22% of the 13F portfolio, value $1,425,871.

    13F-HR 0001085146-25-005816 filed by Thrive 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 54,861 shares
    Change vs previous 13F +6,224 shares

    0.23% of the 13F portfolio, value $1,453,819.

    13F-HR 0001085146-25-003624 filed by Thrive 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 48,637 shares
    Change vs previous 13F +615 shares

    0.26% of the 13F portfolio, value $1,359,899.

    13F-HR 0001085146-25-002014 filed by Thrive 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 48,022 shares
    Change vs previous 13F +32,255 shares

    0.24% of the 13F portfolio, value $1,311,969.

    13F-HR 0001085146-25-000262 filed by Thrive Wealth Management, 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 15,767 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,332,761.

    13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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