Skip to content
Disclosery

Ascentis Wealth Management, LLC: SCHD position timeline

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

Ascentis Wealth Management, LLC held 22,477 SCHD shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 22,477 shares
    Change vs previous 13F -425,479 shares

    1.92% of the 13F portfolio, value $712,733.

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    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 447,956 shares
    Change vs previous 13F +393,571 shares

    1.04% of the 13F portfolio, value $13,743,287.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    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 54,385 shares
    Change vs previous 13F -1,988 shares

    0.24% of the 13F portfolio, value $1,491,789.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    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 56,373 shares
    Change vs previous 13F +3,481 shares

    0.26% of the 13F portfolio, value $1,538,981.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    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 52,892 shares
    Change vs previous 13F -3,796 shares

    0.26% of the 13F portfolio, value $1,401,643.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    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 56,688 shares
    Change vs previous 13F -59,580 shares

    0.31% of the 13F portfolio, value $1,585,008.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    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 116,268 shares
    Change vs previous 13F +78,045 shares

    0.61% of the 13F portfolio, value $3,176,433.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 38,223 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,231,004.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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