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Disclosery

BDFS Capital LLC: SCHD position timeline

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

BDFS Capital LLC held 8,962 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,962 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $284,198.

    13F-HR 0002085853-26-000734 filed by BDFS Capital 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 8,961 shares
    Change vs previous 13F -298 shares

    0.13% of the 13F portfolio, value $274,916.

    13F-HR 0002085853-26-000388 filed by BDFS Capital 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 9,259 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $253,974.

    13F-HR 0002085853-26-000288 filed by BDFS Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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