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Disclosery

Spire Wealth Management: SCHD position timeline

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

Spire Wealth Management held 193,912 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,912 shares
    Change vs previous 13F +2,288 shares

    0.19% of the 13F portfolio, value $6,148,964.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 191,624 shares
    Change vs previous 13F +3,548 shares

    0.2% of the 13F portfolio, value $5,879,042.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 188,076 shares
    Change vs previous 13F +2,282 shares

    0.17% of the 13F portfolio, value $5,158,931.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 185,794 shares
    Change vs previous 13F -4,858 shares

    0.17% of the 13F portfolio, value $5,072,188.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 190,652 shares
    Change vs previous 13F -99,271 shares

    0.18% of the 13F portfolio, value $5,052,231.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 289,923 shares
    Change vs previous 13F +8,817 shares

    0.26% of the 13F portfolio, value $8,106,244.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 281,106 shares
    Change vs previous 13F +183,698 shares

    0.24% of the 13F portfolio, value $7,679,803.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 97,408 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $8,233,889.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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