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Visionary Wealth Advisors: SCHD position timeline

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

Visionary Wealth Advisors held 261,313 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 261,313 shares
    Change vs previous 13F +15,186 shares

    0.33% of the 13F portfolio, value $8,286,251.

    13F-HR 0001802984-26-000005 filed by Visionary 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 246,127 shares
    Change vs previous 13F +4,489 shares

    0.33% of the 13F portfolio, value $7,551,165.

    13F-HR 0001802984-26-000004 filed by Visionary 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 241,638 shares
    Change vs previous 13F -3,066 shares

    0.3% of the 13F portfolio, value $6,628,136.

    13F-HR 0001802984-26-000001 filed by Visionary 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 244,704 shares
    Change vs previous 13F +3,749 shares

    0.31% of the 13F portfolio, value $6,680,432.

    13F-HR 0001802984-25-000008 filed by Visionary 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 240,955 shares
    Change vs previous 13F -6,206 shares

    0.33% of the 13F portfolio, value $6,385,308.

    13F-HR 0001802984-25-000006 filed by Visionary 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 247,161 shares
    Change vs previous 13F +7,915 shares

    0.41% of the 13F portfolio, value $6,910,616.

    13F-HR 0001802984-25-000005 filed by Visionary 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 239,246 shares
    Change vs previous 13F +161,642 shares

    0.38% of the 13F portfolio, value $6,536,211.

    13F-HR 0001802984-25-000002 filed by Visionary 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 77,604 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $6,559,879.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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