Skip to content
Disclosery

Concord Wealth Partners: SCHD position timeline

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

Concord Wealth Partners held 146,987 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,987 shares
    Change vs previous 13F -11,621 shares

    0.31% of the 13F portfolio, value $4,660,953.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 87,157 shares
    • Concord Asset Management, LLC/VA: 59,830 shares

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

  2. period ended2026-03-31
    13F 158,608 shares
    Change vs previous 13F -18,569 shares

    0.36% of the 13F portfolio, value $4,866,078.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 95,202 shares
    • Concord Asset Management, LLC/VA: 63,406 shares

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

  3. period ended2025-12-31
    13F 177,177 shares
    Change vs previous 13F -5,189 shares

    0.36% of the 13F portfolio, value $4,859,957.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 107,352 shares
    • Concord Asset Management, LLC/VA: 69,825 shares

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

  4. period ended2025-09-30
    13F 182,366 shares
    Change vs previous 13F -80,498 shares

    0.39% of the 13F portfolio, value $4,978,601.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 110,281 shares
    • Concord Asset Management, LLC/VA: 72,085 shares

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

  5. period ended2025-06-30
    13F 262,864 shares
    Change vs previous 13F +30,005 shares

    0.52% of the 13F portfolio, value $6,965,914.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 131,432 shares
    • Concord Asset Management, LLC/VA: 131,432 shares

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

  6. period ended2025-03-31
    13F 232,859 shares
    Change vs previous 13F -43,975 shares

    0.59% of the 13F portfolio, value $6,311,006.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 154,224 shares
    • Concord Asset Management, LLC/VA: 78,635 shares

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

  7. period ended2024-12-31
    13F 276,834 shares
    Change vs previous 13F +188,761 shares

    0.71% of the 13F portfolio, value $7,563,100.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 165,512 shares
    • Concord Asset Management, LLC/VA: 111,322 shares

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

  8. period ended2024-09-30
    13F 88,073 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $7,444,837.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 57,636 shares
    • Concord Asset Management, LLC/VA: 30,437 shares

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