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Weitzel Financial Services, Inc.: SCHD position timeline

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

Weitzel Financial Services, Inc. held 709,142 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 709,142 shares
    Change vs previous 13F +25,665 shares

    7.76% of the 13F portfolio, value $22,823,736.

    13F-HR 0001846789-26-000004 filed by Weitzel Financial Services, 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 683,477 shares
    Change vs previous 13F +25,930 shares

    7.9% of the 13F portfolio, value $20,955,199.

    13F-HR 0001846789-26-000003 filed by Weitzel Financial Services, 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 657,547 shares
    Change vs previous 13F +27,514 shares

    7.06% of the 13F portfolio, value $18,233,778.

    13F-HR 0001846789-26-000002 filed by Weitzel Financial Services, 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 630,033 shares
    Change vs previous 13F +20,488 shares

    6.83% of the 13F portfolio, value $16,809,280.

    13F-HR 0001846789-25-000006 filed by Weitzel Financial Services, 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 609,545 shares
    Change vs previous 13F +15,372 shares

    6.91% of the 13F portfolio, value $16,314,473.

    13F-HR 0001846789-25-000005 filed by Weitzel Financial Services, 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 594,173 shares
    Change vs previous 13F -6,118 shares

    7.57% of the 13F portfolio, value $15,882,262.

    13F-HR 0001846789-25-000002 filed by Weitzel Financial Services, 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 600,291 shares
    Change vs previous 13F +408,224 shares

    7.78% of the 13F portfolio, value $16,499,010.

    13F-HR 0001846789-25-000001 filed by Weitzel Financial Services, 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 192,067 shares
    Change vs previous 13F not available

    7.59% of the 13F portfolio, value $16,175,901.

    13F-HR 0001846789-24-000005 filed by Weitzel Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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