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Disclosery

W ADVISORS, LLC: SCHD position timeline

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

W ADVISORS, LLC held 48,852 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,852 shares
    Change vs previous 13F +1,893 shares

    0.7% of the 13F portfolio, value $1,549,084.

    13F-HR 0001172661-26-002980 filed by W ADVISORS, 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 46,959 shares
    Change vs previous 13F +120 shares

    0.74% of the 13F portfolio, value $1,440,720.

    13F-HR 0001172661-26-001570 filed by W 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 ended2025-12-31
    13F 46,839 shares
    Change vs previous 13F +2,283 shares

    0.65% of the 13F portfolio, value $1,284,782.

    13F-HR 0001172661-26-000770 filed by W 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 ended2025-09-30
    13F 44,556 shares
    Change vs previous 13F +4,047 shares

    0.64% of the 13F portfolio, value $1,216,367.

    13F-HR 0001172661-25-004935 filed by W 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 ended2025-06-30
    13F 40,509 shares
    Change vs previous 13F +7,533 shares

    0.62% of the 13F portfolio, value $1,073,477.

    13F-HR 0001172661-25-002933 filed by W 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 ended2025-03-31
    13F 32,976 shares
    Change vs previous 13F +2,319 shares

    0.58% of the 13F portfolio, value $921,996.

    13F-HR 0001172661-25-001769 filed by W 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 ended2024-12-31
    13F 30,657 shares
    Change vs previous 13F +21,803 shares

    0.52% of the 13F portfolio, value $837,536.

    13F-HR 0001172661-25-000311 filed by W 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 ended2024-09-30
    13F 8,854 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $748,388.

    13F-HR 0001172661-24-004378 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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