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Disclosery

Wolfstich Capital, LLC: SCHD position timeline

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

Wolfstich Capital, LLC held 43,231 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,231 shares
    Change vs previous 13F -16,854 shares

    1.08% of the 13F portfolio, value $1,400,252.

    13F-HR 0002047009-26-000003 filed by Wolfstich Capital, 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 60,085 shares
    Change vs previous 13F +60,085 shares

    1.6% of the 13F portfolio, value $1,831,391.

    13F-HR 0002047009-26-000002 filed by Wolfstich Capital, 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 0 shares
    Change vs previous 13F -18,051 shares

    13F-HR 0002047009-26-000001 filed by Wolfstich Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 18,051 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $492,792.

    13F-HR 0002047009-25-000002 filed by Wolfstich Capital, 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 18,051 shares
    Change vs previous 13F -7,641 shares

    1.05% of the 13F portfolio, value $478,352.

    13F-HR 0001085146-25-003761 filed by Wolfstich Capital, 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/A 25,692 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $718,348.

    13F-HR/A 0001085146-25-003419 filed by Wolfstich Capital, 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 25,692 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $701,906.

    13F-HR 0001085146-25-000836 filed by Wolfstich Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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