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Disclosery

WIT, LLC: SCHD position timeline

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

WIT, LLC held 786,995 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 786,995 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $24,955,611.

    13F-HR 0001104659-26-096540 filed by WIT, 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 786,995 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $24,145,007.

    13F-HR 0001104659-26-061720 filed by WIT, 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 786,995 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $21,587,273.

    13F-HR 0001104659-26-015715 filed by WIT, 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 786,995 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $21,484,964.

    13F-HR 0001104659-25-111891 filed by WIT, 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 786,995 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $20,855,368.

    13F-HR 0001104659-25-078246 filed by WIT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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