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Anchor Investment Management, LLC: SCHD position timeline

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

Anchor Investment Management, LLC held 139,711 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-09-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,711 shares
    Change vs previous 13F +4,656 shares

    0.33% of the 13F portfolio, value $4,430,249.

    13F-HR 0001634149-26-000005 filed by Anchor Investment Management, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 135,055 shares
    Change vs previous 13F +7,107 shares

    0.35% of the 13F portfolio, value $4,143,473.

    13F-HR 0001634149-26-000002 filed by Anchor 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 127,948 shares
    Change vs previous 13F -1,421 shares

    0.29% of the 13F portfolio, value $3,509,604.

    13F-HR 0001634149-26-000001 filed by Anchor 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 129,369 shares
    Change vs previous 13F +8,514 shares

    0.29% of the 13F portfolio, value $3,531,784.

    13F-HR 0001634149-25-000008 filed by Anchor 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 120,855 shares
    Change vs previous 13F +6,318 shares

    0.28% of the 13F portfolio, value $3,202,663.

    13F-HR 0001634149-25-000005 filed by Anchor 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 114,537 shares
    Change vs previous 13F -470 shares

    0.3% of the 13F portfolio, value $3,202,460.

    13F-HR 0001634149-25-000003 filed by Anchor 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 115,007 shares
    Change vs previous 13F +76,490 shares

    0.29% of the 13F portfolio, value $3,141,981.

    13F-HR 0001634149-25-000001 filed by Anchor 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 38,517 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,255,876.

    13F-HR 0001634149-24-000040 filed by Anchor Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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