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White Lighthouse Investment Management Inc.: SCHD position timeline

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

White Lighthouse Investment Management Inc. held 835,391 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 835,391 shares
    Change vs previous 13F +150,648 shares

    3.3% of the 13F portfolio, value $26,490,259.

    13F-HR 0001727593-26-000007 filed by White Lighthouse Investment Management 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 684,743 shares
    Change vs previous 13F +497,075 shares

    2.91% of the 13F portfolio, value $21,007,913.

    13F-HR 0001727593-26-000006 filed by White Lighthouse Investment Management 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 187,668 shares
    Change vs previous 13F +64,483 shares

    0.72% of the 13F portfolio, value $5,147,741.

    13F-HR 0001727593-26-000005 filed by White Lighthouse Investment Management 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 123,185 shares
    Change vs previous 13F -4,263 shares

    0.51% of the 13F portfolio, value $3,362,948.

    13F-HR 0001727593-25-000002 filed by White Lighthouse Investment Management 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 127,448 shares
    Change vs previous 13F -1,267 shares

    0.55% of the 13F portfolio, value $3,377,385.

    13F-HR 0001085146-25-004334 filed by White Lighthouse Investment Management 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 128,715 shares
    Change vs previous 13F -1,552 shares

    0.64% of the 13F portfolio, value $3,598,867.

    13F-HR 0001085146-25-002958 filed by White Lighthouse Investment Management 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 130,267 shares
    Change vs previous 13F +87,561 shares

    0.63% of the 13F portfolio, value $3,558,905.

    13F-HR 0001085146-25-000747 filed by White Lighthouse Investment Management 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 42,706 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,609,927.

    13F-HR 0001085146-24-005238 filed by White Lighthouse Investment Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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