Alley Co LLC: SCHD position timeline

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

Alley Co LLC held 6,058 SCHD shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

period ended2021-12-31
13F 6,058 shares
Change vs previous 13F -79 shares
0.08% of the 13F portfolio, value $490,000.
13F-HR 0001569141-22-000001 filed by Alley Co LLC
Filed 2022-01-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 6,137 shares
Change vs previous 13F +107 shares
0.08% of the 13F portfolio, value $456,000.
13F-HR 0001569141-21-000006 filed by Alley Co LLC
Filed 2021-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 6,030 shares
Change vs previous 13F -72 shares
0.08% of the 13F portfolio, value $456,000.
13F-HR 0001569141-21-000005 filed by Alley Co LLC
Filed 2021-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 6,102 shares
Change vs previous 13F +42 shares
0.09% of the 13F portfolio, value $445,000.
13F-HR 0001569141-21-000004 filed by Alley Co LLC
Filed 2021-05-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-12-31
13F/A 6,060 shares
Change vs previous 13F +89 shares
0.08% of the 13F portfolio, value $389,000.
13F-HR/A 0001569141-21-000003 filed by Alley Co LLC
Filed 2021-02-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-09-30
13F 5,971 shares
Change vs previous 13F +114 shares
0.02% of the 13F portfolio, value $330,000.
13F-HR 0001569141-20-000005 filed by Alley Co LLC
Filed 2020-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-06-30
13F 5,857 shares
Change vs previous 13F -584 shares
0.02% of the 13F portfolio, value $303,000.
13F-HR 0001569141-20-000003 filed by Alley Co LLC
Filed 2020-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-03-31
13F 6,441 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $290,000.
13F-HR 0001569141-20-000002 filed by Alley Co LLC
Filed 2020-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC
Acceptance time not in the bulk data set (spec §4.2).