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Disclosery

BFSG, LLC: SCHD position timeline

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

BFSG, LLC held 104,811 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,811 shares
    Change vs previous 13F +1,338 shares

    0.3% of the 13F portfolio, value $3,323,549.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 103,473 shares
    Change vs previous 13F -4,807 shares

    0.3% of the 13F portfolio, value $3,174,544.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 108,280 shares
    Change vs previous 13F -50,295 shares

    0.29% of the 13F portfolio, value $2,970,114.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 158,575 shares
    Change vs previous 13F +9,159 shares

    0.42% of the 13F portfolio, value $4,329,091.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 149,416 shares
    Change vs previous 13F +9,608 shares

    0.44% of the 13F portfolio, value $3,959,536.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 139,808 shares
    Change vs previous 13F +14,649 shares

    0.48% of the 13F portfolio, value $3,909,042.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 125,159 shares
    Change vs previous 13F +88,101 shares

    0.4% of the 13F portfolio, value $3,419,352.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 37,058 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,132,529.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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