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TRUE Private Wealth Advisors: SCHD position timeline

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

TRUE Private Wealth Advisors held 473,631 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 473,631 shares
    Change vs previous 13F +11,467 shares

    1.3% of the 13F portfolio, value $15,018,829.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 462,164 shares
    Change vs previous 13F +5,837 shares

    1.35% of the 13F portfolio, value $14,179,213.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 456,327 shares
    Change vs previous 13F -7,045 shares

    1.25% of the 13F portfolio, value $12,517,043.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 463,372 shares
    Change vs previous 13F +30,697 shares

    1.29% of the 13F portfolio, value $12,650,057.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 432,675 shares
    Change vs previous 13F -9,158 shares

    1.29% of the 13F portfolio, value $11,465,880.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 441,833 shares
    Change vs previous 13F +114,649 shares

    1.5% of the 13F portfolio, value $12,353,664.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 327,184 shares
    Change vs previous 13F +230,283 shares

    1.09% of the 13F portfolio, value $8,938,686.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 96,901 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $8,191,076.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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