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Disclosery

WBH ADVISORY INC: SCHD position timeline

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

WBH ADVISORY INC held 125,203 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,203 shares
    Change vs previous 13F +4,445 shares

    0.27% of the 13F portfolio, value $3,970,176.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    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 120,758 shares
    Change vs previous 13F +4,049 shares

    0.28% of the 13F portfolio, value $3,684,333.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 116,709 shares
    Change vs previous 13F +1,304 shares

    0.24% of the 13F portfolio, value $3,201,328.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    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 115,405 shares
    Change vs previous 13F -2,849 shares

    0.24% of the 13F portfolio, value $3,150,554.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    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 118,254 shares
    Change vs previous 13F -23,937 shares

    0.27% of the 13F portfolio, value $3,133,720.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    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 142,191 shares
    Change vs previous 13F +10,252 shares

    0.37% of the 13F portfolio, value $3,975,652.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    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 131,939 shares
    Change vs previous 13F +87,379 shares

    0.33% of the 13F portfolio, value $3,604,565.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    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 44,560 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,766,659.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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