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Westview Management dba Westview Investment Advisors: SCHD position timeline

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

Westview Management dba Westview Investment Advisors held 57,186 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 57,186 shares
    Change vs previous 13F +556 shares

    0.89% of the 13F portfolio, value $1,813,366.

    13F-HR 0002073768-26-000003 filed by Westview Management dba Westview Investment Advisors
    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 56,630 shares
    Change vs previous 13F -14,629 shares

    0.9% of the 13F portfolio, value $1,737,419.

    13F-HR 0002073768-26-000002 filed by Westview Management dba Westview Investment Advisors
    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 71,259 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,954,641.

    13F-HR 0002073768-26-000001 filed by Westview Management dba Westview Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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