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Disclosery

BG Investment Services, LLC: SCHD position timeline

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

BG Investment Services, LLC held 68,043 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,043 shares
    Change vs previous 13F +10,004 shares

    1.55% of the 13F portfolio, value $2,157,655.

    13F-HR 0001873989-26-000003 filed by BG Investment Services, 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 58,039 shares
    Change vs previous 13F -5,056 shares

    1.48% of the 13F portfolio, value $1,780,636.

    13F-HR 0001873989-26-000002 filed by BG Investment Services, 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 63,095 shares
    Change vs previous 13F +1,019 shares

    1.54% of the 13F portfolio, value $1,730,691.

    13F-HR 0001873989-26-000001 filed by BG Investment Services, 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 62,076 shares
    Change vs previous 13F +28,109 shares

    1.67% of the 13F portfolio, value $1,694,675.

    13F-HR 0001873989-25-000003 filed by BG Investment Services, 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 33,967 shares
    Change vs previous 13F +23,922 shares

    1.14% of the 13F portfolio, value $910,167.

    13F-HR 0001085146-25-004307 filed by BG Investment Services, 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 10,045 shares
    Change vs previous 13F +1,489 shares

    0.3% of the 13F portfolio, value $280,848.

    13F-HR 0001085146-25-002636 filed by BG Investment Services, 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 8,556 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $233,755.

    13F-HR 0001085146-25-001028 filed by BG Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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