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Weaver Consulting Group: SCHD position timeline

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

Weaver Consulting Group held 70,454 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 70,454 shares
    Change vs previous 13F -348 shares

    0.45% of the 13F portfolio, value $2,291,865.

    13F-HR 0001780055-26-000005 filed by Weaver Consulting Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 70,802 shares
    Change vs previous 13F +414 shares

    0.46% of the 13F portfolio, value $2,245,142.

    13F-HR 0001780055-26-000004 filed by Weaver Consulting Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 70,388 shares
    Change vs previous 13F +950 shares

    0.51% of the 13F portfolio, value $2,159,504.

    13F-HR 0001780055-26-000003 filed by Weaver Consulting Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 69,438 shares
    Change vs previous 13F -16,207 shares

    0.47% of the 13F portfolio, value $1,904,684.

    13F-HR 0001780055-26-000002 filed by Weaver Consulting Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 85,645 shares
    Change vs previous 13F -3,196 shares

    0.59% of the 13F portfolio, value $2,338,109.

    13F-HR 0001780055-25-000005 filed by Weaver Consulting Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 88,841 shares
    Change vs previous 13F -6,433 shares

    0.65% of the 13F portfolio, value $2,354,287.

    13F-HR 0001780055-25-000004 filed by Weaver Consulting Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 95,274 shares
    Change vs previous 13F -2,036 shares

    0.8% of the 13F portfolio, value $2,663,861.

    13F-HR 0001780055-25-000003 filed by Weaver Consulting Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 97,310 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,658,509.

    13F-HR 0001780055-25-000001 filed by Weaver Consulting Group
    Filed (acceptance time not in the bulk data set), ingested

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