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Agate Pass Investment Management, LLC: SCHD position timeline

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

Agate Pass Investment Management, LLC held 57,979 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,979 shares
    Change vs previous 13F -2,341 shares

    0.68% of the 13F portfolio, value $1,838,498.

    13F-HR 0001900409-26-000003 filed by Agate Pass Investment Management, 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 60,320 shares
    Change vs previous 13F -168 shares

    0.72% of the 13F portfolio, value $1,850,612.

    13F-HR 0001900409-26-000002 filed by Agate Pass Investment Management, 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 60,488 shares
    Change vs previous 13F -2,725 shares

    0.62% of the 13F portfolio, value $1,659,191.

    13F-HR 0001900409-26-000001 filed by Agate Pass Investment Management, 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 63,213 shares
    Change vs previous 13F -10,412 shares

    0.66% of the 13F portfolio, value $1,725,712.

    13F-HR 0001900409-25-000008 filed by Agate Pass Investment Management, 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 73,625 shares
    Change vs previous 13F -2,836 shares

    0.8% of the 13F portfolio, value $1,951,060.

    13F-HR 0001900409-25-000004 filed by Agate Pass Investment Management, 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 76,461 shares
    Change vs previous 13F +3,206 shares

    0.91% of the 13F portfolio, value $2,137,847.

    13F-HR 0001900409-25-000003 filed by Agate Pass Investment Management, 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 73,255 shares
    Change vs previous 13F +48,528 shares

    0.9% of the 13F portfolio, value $2,001,324.

    13F-HR 0001900409-25-000001 filed by Agate Pass Investment Management, 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 24,727 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,090,166.

    13F-HR 0001900409-24-000006 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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