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Disclosery

Wealth Management Associates, Inc.: SCHD position timeline

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

Wealth Management Associates, Inc. held 11,249 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,249 shares
    Change vs previous 13F +3,606 shares

    0.1% of the 13F portfolio, value $356,714.

    13F-HR 0001214659-26-008730 filed by Wealth Management Associates, 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 7,643 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $234,486.

    13F-HR 0001214659-26-006030 filed by Wealth Management Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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