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Tradition Wealth Management, LLC: SCHD position timeline

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

Tradition Wealth Management, LLC held 858,029 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 858,029 shares
    Change vs previous 13F +30,739 shares

    1.66% of the 13F portfolio, value $27,208,102.

    13F-HR 0001843010-26-000004 filed by Tradition 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 827,290 shares
    Change vs previous 13F +48,561 shares

    1.81% of the 13F portfolio, value $25,381,262.

    13F-HR 0001843010-26-000003 filed by Tradition 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 778,729 shares
    Change vs previous 13F -8,918 shares

    1.53% of the 13F portfolio, value $21,360,536.

    13F-HR 0001843010-26-000001 filed by Tradition 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 787,647 shares
    Change vs previous 13F -22,156 shares

    1.59% of the 13F portfolio, value $21,502,767.

    13F-HR 0001843010-25-000007 filed by Tradition 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 809,803 shares
    Change vs previous 13F +30,492 shares

    1.71% of the 13F portfolio, value $21,459,768.

    13F-HR 0001843010-25-000004 filed by Tradition 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 779,311 shares
    Change vs previous 13F +20,459 shares

    1.92% of the 13F portfolio, value $21,789,544.

    13F-HR 0001843010-25-000003 filed by Tradition 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 758,852 shares
    Change vs previous 13F +506,911 shares

    1.83% of the 13F portfolio, value $20,731,840.

    13F-HR 0001843010-25-000001 filed by Tradition 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 251,941 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $21,296,582.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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