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Disclosery

WealthCare Investment Partners, LLC: SCHD position timeline

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

WealthCare Investment Partners, LLC held 97,937 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,937 shares
    Change vs previous 13F -5,557 shares

    0.75% of the 13F portfolio, value $3,105,589.

    13F-HR 0001951757-26-001206 filed by WealthCare Investment Partners, 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 103,494 shares
    Change vs previous 13F -7,157 shares

    0.88% of the 13F portfolio, value $3,160,710.

    13F-HR 0001951757-26-000555 filed by WealthCare Investment Partners, 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 110,651 shares
    Change vs previous 13F -22,139 shares

    0.89% of the 13F portfolio, value $3,068,358.

    13F-HR 0001951757-26-000013 filed by WealthCare Investment Partners, 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 132,790 shares
    Change vs previous 13F -15,351 shares

    1.19% of the 13F portfolio, value $3,655,722.

    13F-HR 0001951757-25-001340 filed by WealthCare Investment Partners, 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 148,141 shares
    Change vs previous 13F -7,598 shares

    1.46% of the 13F portfolio, value $4,051,650.

    13F-HR 0001951757-25-000595 filed by WealthCare Investment Partners, 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 155,739 shares
    Change vs previous 13F -9,121 shares

    1.65% of the 13F portfolio, value $3,898,147.

    13F-HR 0001951757-25-000409 filed by WealthCare Investment Partners, 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 164,860 shares
    Change vs previous 13F +100,667 shares

    1.96% of the 13F portfolio, value $4,494,081.

    13F-HR 0001951757-25-000172 filed by WealthCare Investment Partners, 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 64,193 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $5,411,485.

    13F-HR 0001951757-24-001000 filed by WealthCare Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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