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Alpha Cubed Investments, LLC: SCHD position timeline

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

Alpha Cubed Investments, LLC held 164,993 SCHD shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 164,993 shares
    Change vs previous 13F +3,101 shares

    0.15% of the 13F portfolio, value $4,525,761.

    13F-HR 0001580830-26-000002 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 161,892 shares
    Change vs previous 13F -22,630 shares

    0.15% of the 13F portfolio, value $4,419,642.

    13F-HR 0001580830-25-000008 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 184,522 shares
    Change vs previous 13F +7,123 shares

    0.19% of the 13F portfolio, value $4,889,845.

    13F-HR 0001580830-25-000005 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 177,399 shares
    Change vs previous 13F +16,634 shares

    0.22% of the 13F portfolio, value $4,960,067.

    13F-HR 0001580830-25-000004 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 160,765 shares
    Change vs previous 13F +108,304 shares

    0.2% of the 13F portfolio, value $4,392,110.

    13F-HR 0001085146-25-000304 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 52,461 shares
    Change vs previous 13F -5,027 shares

    0.2% of the 13F portfolio, value $4,434,515.

    13F-HR 0001085146-24-004668 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 57,488 shares
    Change vs previous 13F +4,632 shares

    0.21% of the 13F portfolio, value $4,470,243.

    13F-HR 0001085146-24-002979 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 52,856 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,261,786.

    13F-HR 0001085146-24-001952 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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