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Vista Cima Wealth Management LLC: SCHD position timeline

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

Vista Cima Wealth Management LLC held 137,423 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,423 shares
    Change vs previous 13F +17,330 shares

    3.25% of the 13F portfolio, value $4,357,670.

    13F-HR 0002055907-26-000003 filed by Vista Cima 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 120,093 shares
    Change vs previous 13F -47,556 shares

    3.64% of the 13F portfolio, value $3,684,449.

    13F-HR 0002055907-26-000002 filed by Vista Cima 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 167,649 shares
    Change vs previous 13F +9,844 shares

    3.83% of the 13F portfolio, value $4,598,611.

    13F-HR 0002055907-26-000001 filed by Vista Cima 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 157,805 shares
    Change vs previous 13F +13,881 shares

    3.59% of the 13F portfolio, value $4,308,063.

    13F-HR 0002055907-25-000005 filed by Vista Cima 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 143,924 shares
    Change vs previous 13F +6,357 shares

    3.57% of the 13F portfolio, value $3,813,987.

    13F-HR 0001085146-25-004790 filed by Vista Cima 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/A 137,567 shares
    Change vs previous 13F +4,564 shares

    4.14% of the 13F portfolio, value $3,846,363.

    13F-HR/A 0001085146-25-003411 filed by Vista Cima 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 133,003 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $3,633,652.

    13F-HR 0001085146-25-001685 filed by Vista Cima Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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