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AHL INVESTMENT MANAGEMENT, INC.: SCHD position timeline

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

AHL INVESTMENT MANAGEMENT, INC. held 130,497 SCHD shares at 2025-09-30 per its 13F-HR filed 2025-10-02.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 130,497 shares
    Change vs previous 13F -2,286 shares

    2.44% of the 13F portfolio, value $3,562,569.

    13F-HR 0001172661-25-004152 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 132,783 shares
    Change vs previous 13F -1,829 shares

    2.35% of the 13F portfolio, value $3,518,755.

    13F-HR 0001172661-25-002547 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 134,612 shares
    Change vs previous 13F -506 shares

    2.59% of the 13F portfolio, value $3,763,757.

    13F-HR 0001172661-25-001493 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 135,118 shares
    Change vs previous 13F +89,984 shares

    2.58% of the 13F portfolio, value $3,691,426.

    13F-HR 0001172661-25-000208 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 45,134 shares
    Change vs previous 13F +77 shares

    2.63% of the 13F portfolio, value $3,815,199.

    13F-HR 0001172661-24-004405 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 45,057 shares
    Change vs previous 13F +4,095 shares

    2.57% of the 13F portfolio, value $3,503,644.

    13F-HR 0001172661-24-002776 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 40,962 shares
    Change vs previous 13F -44 shares

    2.53% of the 13F portfolio, value $3,302,778.

    13F-HR 0001172661-24-001847 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 41,006 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $3,121,791.

    13F-HR 0001172661-24-000255 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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