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WEST PACES ADVISORS INC.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEST PACES ADVISORS INC. on SCHD, newest first. How the timeline and the estimate are built.

WEST PACES ADVISORS INC. held 8,903 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,903 shares
    Change vs previous 13F +7 shares

    0.05% of the 13F portfolio, value $282,322.

    13F-HR 0001398344-26-012281 filed by WEST PACES ADVISORS 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 8,896 shares
    Change vs previous 13F +168 shares

    0.05% of the 13F portfolio, value $272,923.

    13F-HR 0001398344-26-008327 filed by WEST PACES ADVISORS 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 8,728 shares
    Change vs previous 13F +751 shares

    0.05% of the 13F portfolio, value $239,408.

    13F-HR 0001398344-26-000988 filed by WEST PACES ADVISORS 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 7,977 shares
    Change vs previous 13F -216 shares

    0.04% of the 13F portfolio, value $217,760.

    13F-HR 0001398344-25-019519 filed by WEST PACES ADVISORS 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 8,193 shares
    Change vs previous 13F +3,904 shares

    0.05% of the 13F portfolio, value $217,107.

    13F-HR 0001398344-25-013608 filed by WEST PACES ADVISORS 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 4,289 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $119,915.

    13F-HR 0001398344-25-007123 filed by WEST PACES ADVISORS 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 4,281 shares
    Change vs previous 13F +2,793 shares

    0.03% of the 13F portfolio, value $116,950.

    13F-HR 0001398344-25-002933 filed by WEST PACES ADVISORS 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 1,488 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $125,808.

    13F-HR 0001398344-24-018870 filed by WEST PACES ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

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