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Disclosery

Bell Bank: SCHD position timeline

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

Bell Bank held 81,811 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,811 shares
    Change vs previous 13F +13,911 shares

    0.1% of the 13F portfolio, value $2,594,227.

    13F-HR 0001062993-26-003684 filed by Bell Bank
    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 67,900 shares
    Change vs previous 13F -36,255 shares

    0.09% of the 13F portfolio, value $2,083,172.

    13F-HR 0001062993-26-002112 filed by Bell Bank
    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 104,155 shares
    Change vs previous 13F +36,212 shares

    0.12% of the 13F portfolio, value $2,856,972.

    13F-HR 0001062993-26-000244 filed by Bell Bank
    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 67,943 shares
    Change vs previous 13F +27,877 shares

    0.08% of the 13F portfolio, value $1,854,844.

    13F-HR 0001062993-25-016244 filed by Bell Bank
    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 40,066 shares
    Change vs previous 13F +6,005 shares

    0.05% of the 13F portfolio, value $1,061,749.

    13F-HR 0001062993-25-012735 filed by Bell Bank
    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 34,061 shares
    Change vs previous 13F -9,763 shares

    0.05% of the 13F portfolio, value $952,346.

    13F-HR 0001062993-25-007666 filed by Bell Bank
    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 43,824 shares
    Change vs previous 13F +41,436 shares

    0.09% of the 13F portfolio, value $1,197,272.

    13F-HR 0001062993-25-001486 filed by Bell Bank
    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 2,388 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $201,858.

    13F-HR 0001062993-24-018364 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

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