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Tyler-Stone Wealth Management: SCHD position timeline

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

Tyler-Stone Wealth Management held 111,076 SCHD shares at 2025-06-30 per its 13F-HR filed 2025-08-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 111,076 shares
    Change vs previous 13F +9,194 shares

    0.47% of the 13F portfolio, value $2,943,501.

    13F-HR 0001214659-25-012410 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 101,882 shares
    Change vs previous 13F +42,136 shares

    0.51% of the 13F portfolio, value $2,848,626.

    13F-HR 0001214659-25-007504 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 59,746 shares
    Change vs previous 13F +57,055 shares

    0.29% of the 13F portfolio, value $1,632,274.

    13F-HR 0001214659-25-002430 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 2,691 shares
    Change vs previous 13F +1,862 shares

    0.04% of the 13F portfolio, value $227,486.

    13F-HR 0001214659-24-018281 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 829 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $64,473.

    13F-HR 0001912584-24-000003 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 829 shares
    Change vs previous 13F -211 shares

    0.03% of the 13F portfolio, value $66,853.

    13F-HR 0001912584-24-000002 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 1,040 shares
    Change vs previous 13F +10 shares

    0.04% of the 13F portfolio, value $79,142.

    13F-HR 0001912584-24-000001 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 1,030 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $73,000.

    13F-HR 0001912584-23-000005 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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