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USAdvisors Wealth Management, LLC: SCHD position timeline

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

USAdvisors Wealth Management, LLC held 238,181 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,181 shares
    Change vs previous 13F +3,405 shares

    2.17% of the 13F portfolio, value $7,552,000.

    13F-HR 0001735605-26-000003 filed by USAdvisors 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 234,776 shares
    Change vs previous 13F +10,135 shares

    2.38% of the 13F portfolio, value $7,155,000.

    13F-HR 0001735605-26-000002 filed by USAdvisors 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 224,641 shares
    Change vs previous 13F +2,414 shares

    2.03% of the 13F portfolio, value $6,161,000.

    13F-HR 0001735605-26-000001 filed by USAdvisors 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 222,227 shares
    Change vs previous 13F -18,498 shares

    2.09% of the 13F portfolio, value $6,066,000.

    13F-HR 0001735605-25-000007 filed by USAdvisors 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 240,725 shares
    Change vs previous 13F -5,818 shares

    2.37% of the 13F portfolio, value $6,381,000.

    13F-HR 0001735605-25-000004 filed by USAdvisors 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 246,543 shares
    Change vs previous 13F -10,924 shares

    2.4% of the 13F portfolio, value $6,893,000.

    13F-HR 0001735605-25-000003 filed by USAdvisors 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 257,467 shares
    Change vs previous 13F +170,292 shares

    2.29% of the 13F portfolio, value $7,034,000.

    13F-HR 0001735605-25-000001 filed by USAdvisors 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 87,175 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $7,345,000.

    13F-HR 0001735605-24-000004 filed by USAdvisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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