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White Knight Strategic Wealth Advisors, LLC: SCHD position timeline

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

White Knight Strategic Wealth Advisors, LLC held 88,500 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 88,500 shares
    Change vs previous 13F +1,795 shares

    1.97% of the 13F portfolio, value $2,806,332.

    13F-HR 0001904677-26-000003 filed by White Knight Strategic Wealth Advisors, 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 86,705 shares
    Change vs previous 13F -3,930 shares

    2.24% of the 13F portfolio, value $2,660,109.

    13F-HR 0001904677-26-000002 filed by White Knight Strategic Wealth Advisors, 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 90,635 shares
    Change vs previous 13F +14,598 shares

    1.82% of the 13F portfolio, value $2,486,124.

    13F-HR 0001904677-26-000001 filed by White Knight Strategic Wealth Advisors, 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 76,037 shares
    Change vs previous 13F -8,289 shares

    1.63% of the 13F portfolio, value $2,075,810.

    13F-HR 0001904677-25-000008 filed by White Knight Strategic Wealth Advisors, 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 84,326 shares
    Change vs previous 13F -231 shares

    1.9% of the 13F portfolio, value $2,234,650.

    13F-HR 0001904677-25-000006 filed by White Knight Strategic Wealth Advisors, 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 84,557 shares
    Change vs previous 13F -85,947 shares

    2.18% of the 13F portfolio, value $2,364,214.

    13F-HR 0001904677-25-000003 filed by White Knight Strategic Wealth Advisors, 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 170,504 shares
    Change vs previous 13F +142,000 shares

    1.95% of the 13F portfolio, value $4,658,169.

    13F-HR 0001904677-25-000001 filed by White Knight Strategic Wealth Advisors, 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 28,504 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $2,409,443.

    13F-HR 0001904677-24-000005 filed by White Knight Strategic Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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