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Disclosery

Beckerman Institutional, LLC: SCHD position timeline

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

Beckerman Institutional, LLC held 145,966 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,966 shares
    Change vs previous 13F +5,167 shares

    2.2% of the 13F portfolio, value $4,628,573.

    13F-HR 0002043468-26-000003 filed by Beckerman Institutional, 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 140,799 shares
    Change vs previous 13F +12,836 shares

    2.3% of the 13F portfolio, value $4,319,748.

    13F-HR 0002043468-26-000002 filed by Beckerman Institutional, 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 127,963 shares
    Change vs previous 13F +6,805 shares

    1.97% of the 13F portfolio, value $3,510,050.

    13F-HR 0002043468-26-000001 filed by Beckerman Institutional, 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 121,158 shares
    Change vs previous 13F +6,718 shares

    1.95% of the 13F portfolio, value $3,307,638.

    13F-HR 0002043468-25-000006 filed by Beckerman Institutional, 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 114,440 shares
    Change vs previous 13F +9,555 shares

    2.01% of the 13F portfolio, value $3,033,000.

    13F-HR 0002043468-25-000004 filed by Beckerman Institutional, 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 104,885 shares
    Change vs previous 13F +4,817 shares

    2.12% of the 13F portfolio, value $2,933,000.

    13F-HR 0002043468-25-000003 filed by Beckerman Institutional, 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 100,068 shares
    Change vs previous 13F +68,551 shares

    2.19% of the 13F portfolio, value $2,734,000.

    13F-HR 0002043468-25-000001 filed by Beckerman Institutional, 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 31,517 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $2,664,000.

    13F-HR 0002043468-24-000001 filed by Beckerman Institutional, LLC
    Filed (acceptance time not in the bulk data set), ingested

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