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Disclosery

Wealthcare Advisory Partners LLC: SCHD position timeline

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

Wealthcare Advisory Partners LLC held 746,454 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 746,454 shares
    Change vs previous 13F +29,108 shares

    0.45% of the 13F portfolio, value $23,670,050.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners 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 717,346 shares
    Change vs previous 13F -133,591 shares

    0.43% of the 13F portfolio, value $22,008,166.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners 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 850,937 shares
    Change vs previous 13F -713,055 shares

    0.46% of the 13F portfolio, value $23,341,201.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners 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 1,563,992 shares
    Change vs previous 13F +84,781 shares

    0.89% of the 13F portfolio, value $42,696,984.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners 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 1,479,211 shares
    Change vs previous 13F +11,131 shares

    0.89% of the 13F portfolio, value $39,199,104.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners 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 1,468,080 shares
    Change vs previous 13F +58,174 shares

    1.1% of the 13F portfolio, value $41,047,511.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners 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 1,409,906 shares
    Change vs previous 13F +960,196 shares

    1.07% of the 13F portfolio, value $38,518,645.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 449,710 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $38,013,953.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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