Skip to content
Disclosery

Baldwin Investment Management, LLC: SCHD position timeline

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

Baldwin Investment Management, LLC held 33,305 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,305 shares
    Change vs previous 13F +8,466 shares

    0.1% of the 13F portfolio, value $1,056,095.

    13F-HR 0001346378-26-000003 filed by Baldwin Investment Management, 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 24,839 shares
    Change vs previous 13F +3,506 shares

    0.09% of the 13F portfolio, value $762,075.

    13F-HR 0001346378-26-000002 filed by Baldwin 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 21,333 shares
    Change vs previous 13F -1,308 shares

    0.07% of the 13F portfolio, value $585,165.

    13F-HR 0001346378-26-000001 filed by Baldwin 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 22,641 shares
    Change vs previous 13F -70 shares

    0.07% of the 13F portfolio, value $618,089.

    13F-HR 0001346378-25-000009 filed by Baldwin 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 22,711 shares
    Change vs previous 13F +233 shares

    0.07% of the 13F portfolio, value $601,841.

    13F-HR 0001346378-25-000004 filed by Baldwin 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 22,478 shares
    Change vs previous 13F -4,715 shares

    0.08% of the 13F portfolio, value $628,480.

    13F-HR 0001346378-25-000002 filed by Baldwin 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 27,193 shares
    Change vs previous 13F +12,162 shares

    0.1% of the 13F portfolio, value $742,901.

    13F-HR 0001346378-25-000001 filed by Baldwin 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 15,031 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,270,585.

    13F-HR 0001346378-24-000009 filed by Baldwin Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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