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Disclosery

Wernau Asset Management Inc.: SCHD position timeline

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

Wernau Asset Management Inc. held 33,994 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,994 shares
    Change vs previous 13F +948 shares

    1.02% of the 13F portfolio, value $1,077,950.

    13F-HR 0001172661-26-002995 filed by Wernau Asset Management 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 33,046 shares
    Change vs previous 13F +1,030 shares

    1.05% of the 13F portfolio, value $1,013,852.

    13F-HR 0001172661-26-001521 filed by Wernau Asset Management 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 32,016 shares
    Change vs previous 13F +807 shares

    0.87% of the 13F portfolio, value $878,199.

    13F-HR 0001172661-26-000240 filed by Wernau Asset Management 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 31,209 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $852,006.

    13F-HR 0001172661-25-004635 filed by Wernau Asset Management 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 31,209 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $827,039.

    13F-HR 0001172661-25-003031 filed by Wernau Asset Management 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 31,209 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $872,604.

    13F-HR 0001172661-25-001592 filed by Wernau Asset Management 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 31,209 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $852,630.

    13F-HR 0001172661-25-000522 filed by Wernau Asset Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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