WADE G W & INC: SCHD position timeline

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

WADE G W & INC held 10,554 SCHD shares at 2023-12-31 per its 13F-HR filed 2024-02-08.

the latest 13F is the newest step

period ended2023-12-31
13F 10,554 shares
Change vs previous 13F -2,192 shares
0.03% of the 13F portfolio, value $803,000.
13F-HR 0001580642-24-000847 filed by WADE G W & INC
Filed 2024-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 12,746 shares
Change vs previous 13F +891 shares
0.03% of the 13F portfolio, value $902,000.
13F-HR 0001580642-23-006128 filed by WADE G W & INC
Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 11,855 shares
Change vs previous 13F -1,226 shares
0.03% of the 13F portfolio, value $861,000.
13F-HR 0001580642-23-004170 filed by WADE G W & INC
Filed 2023-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 13,081 shares
Change vs previous 13F +1,237 shares
0.04% of the 13F portfolio, value $957,000.
13F-HR 0001580642-23-002645 filed by WADE G W & INC
Filed 2023-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 11,844 shares
Change vs previous 13F +6,516 shares
0.04% of the 13F portfolio, value $895,000.
13F-HR 0001580642-23-000803 filed by WADE G W & INC
Filed 2023-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 5,328 shares
Change vs previous 13F +598 shares
0.02% of the 13F portfolio, value $354,000.
13F-HR 0001580642-22-005737 filed by WADE G W & INC
Filed 2022-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 4,730 shares
Change vs previous 13F -10 shares
0.02% of the 13F portfolio, value $339,000.
13F-HR 0001580642-22-003989 filed by WADE G W & INC
Filed 2022-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 4,740 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $374,000.
13F-HR 0001580642-22-002717 filed by WADE G W & INC
Filed 2022-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).