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Disclosery

Almanack Investment Partners, LLC.: SCHD position timeline

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

Almanack Investment Partners, LLC. held 28,939 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,939 shares
    Change vs previous 13F +18,229 shares

    0.12% of the 13F portfolio, value $917,669.

    13F-HR 0001680613-26-000004 filed by Almanack Investment 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 10,710 shares
    Change vs previous 13F +10,710 shares

    0.06% of the 13F portfolio, value $328,571.

    13F-HR 0001680613-26-000003 filed by Almanack Investment 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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -37,700 shares

    13F-HR 0001680613-25-000005 filed by Almanack Investment Partners, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 37,700 shares
    Change vs previous 13F +2,000 shares

    0.16% of the 13F portfolio, value $999,050.

    13F-HR 0001085146-25-004164 filed by Almanack Investment 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 ended2025-03-31
    13F 35,700 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $998,172.

    13F-HR 0001085146-25-002344 filed by Almanack Investment Partners, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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