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Disclosery

Berkeley, Inc: SCHD position timeline

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

Berkeley, Inc held 169,985 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,985 shares
    Change vs previous 13F -3,163 shares

    1.69% of the 13F portfolio, value $5,390,239.

    13F-HR 0002051965-26-000003 filed by Berkeley, 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 173,148 shares
    Change vs previous 13F +243 shares

    1.78% of the 13F portfolio, value $5,312,183.

    13F-HR 0002051965-26-000002 filed by Berkeley, 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 172,905 shares
    Change vs previous 13F -2,383 shares

    1.51% of the 13F portfolio, value $4,742,795.

    13F-HR 0002051965-26-000001 filed by Berkeley, 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 175,288 shares
    Change vs previous 13F -1,279 shares

    1.54% of the 13F portfolio, value $4,785,365.

    13F-HR 0002051965-25-000002 filed by Berkeley, 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 176,567 shares
    Change vs previous 13F +548 shares

    1.68% of the 13F portfolio, value $4,679,018.

    13F-HR 0001085146-25-004782 filed by Berkeley, 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 176,019 shares
    Change vs previous 13F +1,194 shares

    2.31% of the 13F portfolio, value $4,921,498.

    13F-HR 0001085146-25-002529 filed by Berkeley, 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/A 174,825 shares
    Change vs previous 13F +61,509 shares

    2.47% of the 13F portfolio, value $4,776,216.

    13F-HR/A 0001085146-25-001875 filed by Berkeley, 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/A 113,316 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $9,578,592.

    13F-HR/A 0001085146-25-001874 filed by Berkeley, Inc
    Filed (acceptance time not in the bulk data set), ingested

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