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TrueWealth Advisors, LLC: SCHD position timeline

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

TrueWealth Advisors, LLC held 158,774 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 158,774 shares
    Change vs previous 13F -6,900 shares

    1.16% of the 13F portfolio, value $5,164,911.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 165,674 shares
    Change vs previous 13F +1,585 shares

    1.18% of the 13F portfolio, value $5,253,532.

    13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 164,089 shares
    Change vs previous 13F -7,805 shares

    1.27% of the 13F portfolio, value $5,034,245.

    13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 171,894 shares
    Change vs previous 13F -19,547 shares

    1.22% of the 13F portfolio, value $4,715,044.

    13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 191,441 shares
    Change vs previous 13F -3,815 shares

    1.41% of the 13F portfolio, value $5,226,345.

    13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 195,256 shares
    Change vs previous 13F -14,836 shares

    1.53% of the 13F portfolio, value $5,174,274.

    13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 210,092 shares
    Change vs previous 13F -14,032 shares

    1.93% of the 13F portfolio, value $5,874,166.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 224,124 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $6,123,077.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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