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WPG Advisers, LLC: SCHD position timeline

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

WPG Advisers, LLC held 123,602 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,602 shares
    Change vs previous 13F -5,490 shares

    2.3% of the 13F portfolio, value $3,919,419.

    13F-HR 0002067343-26-000003 filed by WPG Advisers, 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 129,092 shares
    Change vs previous 13F -4,542 shares

    2.92% of the 13F portfolio, value $3,960,543.

    13F-HR 0002067343-26-000002 filed by WPG Advisers, 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 133,634 shares
    Change vs previous 13F -29,265 shares

    2.72% of the 13F portfolio, value $3,665,581.

    13F-HR 0002067343-26-000001 filed by WPG Advisers, 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 162,899 shares
    Change vs previous 13F -4,307 shares

    3.45% of the 13F portfolio, value $4,447,143.

    13F-HR 0002067343-25-000004 filed by WPG Advisers, 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 167,206 shares
    Change vs previous 13F -6,717 shares

    3.74% of the 13F portfolio, value $4,430,959.

    13F-HR 0002067343-25-000003 filed by WPG Advisers, 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 173,923 shares
    Change vs previous 13F -25,392 shares

    4.53% of the 13F portfolio, value $4,862,887.

    13F-HR 0002067343-25-000002 filed by WPG Advisers, 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 199,315 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $5,445,286.

    13F-HR 0002067343-25-000001 filed by WPG Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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