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Disclosery

Barnett & Company, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Barnett & Company, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Barnett & Company, Inc. held 34,612 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,612 shares
    Change vs previous 13F +1,113 shares

    0.81% of the 13F portfolio, value $1,097,547.

    13F-HR 0001426588-26-000002 filed by Barnett & Company, Inc.
    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 33,499 shares
    Change vs previous 13F -1,211 shares

    0.8% of the 13F portfolio, value $1,027,750.

    13F-HR 0001426588-26-000001 filed by Barnett & Company, Inc.
    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 34,710 shares
    Change vs previous 13F +4,771 shares

    0.77% of the 13F portfolio, value $952,095.

    13F-HR 0001172661-26-000640 filed by Barnett & Company, Inc.
    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 29,939 shares
    Change vs previous 13F -998 shares

    0.63% of the 13F portfolio, value $817,335.

    13F-HR 0001172661-25-004654 filed by Barnett & Company, Inc.
    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 30,937 shares
    Change vs previous 13F -601 shares

    0.64% of the 13F portfolio, value $819,831.

    13F-HR 0001172661-25-003415 filed by Barnett & Company, Inc.
    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 31,538 shares
    Change vs previous 13F -405 shares

    0.74% of the 13F portfolio, value $881,802.

    13F-HR 0001172661-25-001709 filed by Barnett & Company, Inc.
    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 31,943 shares
    Change vs previous 13F +21,576 shares

    0.57% of the 13F portfolio, value $872,683.

    13F-HR 0001172661-25-000669 filed by Barnett & Company, Inc.
    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 10,367 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $876,323.

    13F-HR 0001172661-24-004471 filed by Barnett & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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