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WIPFLI FINANCIAL ADVISORS LLC,: SCHD position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 75,277 SCHD shares at 2022-09-30 per its 13F-HR filed 2022-10-26.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 75,277 shares
    Change vs previous 13F -7,688 shares

    0.35% of the 13F portfolio, value $5,001,000.

    13F-HR 0001830600-22-000006 filed by WIPFLI FINANCIAL 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 ended2022-06-30
    13F 82,965 shares
    Change vs previous 13F -19,383 shares

    0.65% of the 13F portfolio, value $5,942,760.

    13F-HR 0001830600-22-000005 filed by WIPFLI FINANCIAL 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 ended2022-03-31
    13F 102,348 shares
    Change vs previous 13F -682 shares

    0.82% of the 13F portfolio, value $8,074,209.

    13F-HR 0001830600-22-000004 filed by WIPFLI FINANCIAL 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 ended2021-12-31
    13F 103,030 shares
    Change vs previous 13F -13,396 shares

    0.96% of the 13F portfolio, value $8,327,890.

    13F-HR 0001830600-22-000003 filed by WIPFLI FINANCIAL 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 ended2021-09-30
    13F 116,426 shares
    Change vs previous 13F -2,034 shares

    1.1% of the 13F portfolio, value $8,643,443.

    13F-HR 0001830600-21-000005 filed by WIPFLI FINANCIAL 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 ended2021-06-30
    13F 118,460 shares
    Change vs previous 13F -2,145 shares

    1.27% of the 13F portfolio, value $8,957,921.

    13F-HR 0001830600-21-000004 filed by WIPFLI FINANCIAL 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 ended2021-03-31
    13F 120,605 shares
    Change vs previous 13F +6,352 shares

    4.79% of the 13F portfolio, value $8,794,494.

    13F-HR 0001830600-21-000003 filed by WIPFLI FINANCIAL 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 ended2020-12-31
    13F 114,253 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $7,328,167.

    13F-HR 0001830600-21-000001 filed by WIPFLI FINANCIAL ADVISORS LLC,
    Filed (acceptance time not in the bulk data set), ingested

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