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Western Wealth Management, LLC: SCHD position timeline

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

Western Wealth Management, LLC held 189,755 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,755 shares
    Change vs previous 13F -11,317 shares

    0.2% of the 13F portfolio, value $6,017,138.

    13F-HR 0001767902-26-000006 filed by Western Wealth Management, 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/A 201,072 shares
    Change vs previous 13F +71,437 shares

    0.24% of the 13F portfolio, value $6,168,892.

    13F-HR/A 0001767902-26-000005 filed by Western Wealth Management, 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 129,635 shares
    Change vs previous 13F -14,111 shares

    0.16% of the 13F portfolio, value $3,555,883.

    13F-HR 0001767902-26-000002 filed by Western Wealth Management, 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 143,746 shares
    Change vs previous 13F +7,247 shares

    0.21% of the 13F portfolio, value $3,924,272.

    13F-HR 0001767902-25-000009 filed by Western Wealth Management, 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 136,499 shares
    Change vs previous 13F -25,127 shares

    0.22% of the 13F portfolio, value $3,617,228.

    13F-HR 0001908177-25-000004 filed by Western Wealth Management, 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 161,626 shares
    Change vs previous 13F +17 shares

    0.3% of the 13F portfolio, value $4,519,051.

    13F-HR 0001767902-25-000006 filed by Western Wealth Management, 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/A 161,609 shares
    Change vs previous 13F +83,536 shares

    0.29% of the 13F portfolio, value $4,415,161.

    13F-HR/A 0001767902-25-000004 filed by Western Wealth Management, 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 78,073 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $6,599,505.

    13F-HR 0001085146-24-005487 filed by Western Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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