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Disclosery

Wood Tarver Financial Group, LLC: SCHD position timeline

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

Wood Tarver Financial Group, LLC held 30,689 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,689 shares
    Change vs previous 13F +529 shares

    0.23% of the 13F portfolio, value $973,000.

    13F-HR 0002059344-26-000003 filed by Wood Tarver Financial Group, 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 30,160 shares
    Change vs previous 13F -556 shares

    0.26% of the 13F portfolio, value $925,000.

    13F-HR 0002059344-26-000002 filed by Wood Tarver Financial Group, 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 30,716 shares
    Change vs previous 13F -748 shares

    0.24% of the 13F portfolio, value $842,000.

    13F-HR 0002059344-26-000001 filed by Wood Tarver Financial Group, 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 31,464 shares
    Change vs previous 13F -887 shares

    0.25% of the 13F portfolio, value $858,000.

    13F-HR 0002059344-25-000005 filed by Wood Tarver Financial Group, 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 32,351 shares
    Change vs previous 13F -2,885 shares

    0.26% of the 13F portfolio, value $857,000.

    13F-HR 0002059344-25-000002 filed by Wood Tarver Financial Group, 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 35,236 shares
    Change vs previous 13F -3,440 shares

    0.32% of the 13F portfolio, value $985,199.

    13F-HR 0001898296-25-000008 filed by Wood Tarver Financial Group, 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 38,676 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,056,000.

    13F-HR 0002059344-25-000001 filed by Wood Tarver Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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