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Disclosery

WFA Asset Management Corp: SCHD position timeline

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

WFA Asset Management Corp held 320,401 SCHD shares at 2025-09-30 per its 13F-HR filed 2025-10-30.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 320,401 shares
    Change vs previous 13F -41,276 shares

    14.72% of the 13F portfolio, value $27,083,501.

    13F-HR 0001994434-25-000010 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 361,677 shares
    Change vs previous 13F -55,561 shares

    15.9% of the 13F portfolio, value $28,124,002.

    13F-HR 0001994434-25-000006 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 417,238 shares
    Change vs previous 13F -484,728 shares

    17.59% of the 13F portfolio, value $33,641,940.

    13F-HR 0001994434-25-000002 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 901,966 shares
    Change vs previous 13F +581,482 shares

    13.32% of the 13F portfolio, value $24,641,700.

    13F-HR 0001994434-25-000001 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 320,484 shares
    Change vs previous 13F -41,570 shares

    14.72% of the 13F portfolio, value $27,090,509.

    13F-HR 0001994434-24-000009 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 362,054 shares
    Change vs previous 13F -55,241 shares

    15.9% of the 13F portfolio, value $28,153,289.

    13F-HR 0001994434-24-000006 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F/A 417,295 shares
    Change vs previous 13F -28,555 shares

    17.59% of the 13F portfolio, value $33,646,470.

    13F-HR/A 0001994434-24-000005 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F/A 445,850 shares
    Change vs previous 13F not available

    18.53% of the 13F portfolio, value $33,942,547.

    13F-HR/A 0001994434-24-000004 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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