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Disclosery

Womack Financial LLC: SCHD position timeline

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

Womack Financial LLC held 244,484 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 244,484 shares
    Change vs previous 13F -11,232 shares

    5.13% of the 13F portfolio, value $7,752,588.

    13F-HR 0002107079-26-000009 filed by Womack Financial 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 255,716 shares
    Change vs previous 13F -7,076 shares

    5.77% of the 13F portfolio, value $7,845,362.

    13F-HR 0002107079-26-000008 filed by Womack Financial 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 262,792 shares
    Change vs previous 13F -9,402 shares

    5.32% of the 13F portfolio, value $7,208,389.

    13F-HR 0002107079-26-000005 filed by Womack Financial 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 272,194 shares
    Change vs previous 13F -12,351 shares

    5.64% of the 13F portfolio, value $7,430,888.

    13F-HR 0002107079-26-000004 filed by Womack Financial 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/A 284,545 shares
    Change vs previous 13F +901 shares

    6.28% of the 13F portfolio, value $7,540,443.

    13F-HR/A 0002107079-26-000007 filed by Womack Financial 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 283,644 shares
    Change vs previous 13F -286 shares

    7.26% of the 13F portfolio, value $7,930,674.

    13F-HR/A 0002107079-26-000006 filed by Womack Financial 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 283,930 shares
    Change vs previous 13F not available

    6.88% of the 13F portfolio, value $7,756,964.

    13F-HR 0002107079-26-000001 filed by Womack Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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