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Disclosery

CWM, LLC: SCHD position timeline

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

CWM, LLC held 4,054,445 SCHD shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,054,445 shares
    Change vs previous 13F -1,450,613 shares

    0.33% of the 13F portfolio, value $124,390,362.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 5,505,058 shares
    Change vs previous 13F +111,563 shares

    0.41% of the 13F portfolio, value $151,004,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 5,393,495 shares
    Change vs previous 13F -221,368 shares

    0.44% of the 13F portfolio, value $147,242,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 5,614,863 shares
    Change vs previous 13F -35,912 shares

    0.52% of the 13F portfolio, value $148,794,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,650,775 shares
    Change vs previous 13F +757,040 shares

    0.63% of the 13F portfolio, value $157,996,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 4,893,735 shares
    Change vs previous 13F +3,535,254 shares

    0.55% of the 13F portfolio, value $133,697,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,358,481 shares
    Change vs previous 13F +235,018 shares

    0.49% of the 13F portfolio, value $114,832,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 1,123,463 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $87,361,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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