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Disclosery

waypoint wealth counsel: SCHD position timeline

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

waypoint wealth counsel held 23,426 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,426 shares
    Change vs previous 13F +57 shares

    0.47% of the 13F portfolio, value $742,833.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 23,369 shares
    Change vs previous 13F -37,066 shares

    0.37% of the 13F portfolio, value $716,950.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 60,435 shares
    Change vs previous 13F -13,896 shares

    0.61% of the 13F portfolio, value $1,657,742.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 74,331 shares
    Change vs previous 13F -4,485 shares

    0.8% of the 13F portfolio, value $2,029,228.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 78,816 shares
    Change vs previous 13F +669 shares

    1.04% of the 13F portfolio, value $2,088,619.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 78,147 shares
    Change vs previous 13F +1,106 shares

    1.37% of the 13F portfolio, value $2,184,990.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 77,041 shares
    Change vs previous 13F +52,197 shares

    1.37% of the 13F portfolio, value $2,104,766.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 24,844 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $2,100,070.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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