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Disclosery

Birchwood Financial Partners, Inc.: SCHD position timeline

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

Birchwood Financial Partners, Inc. held 62,385 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,385 shares
    Change vs previous 13F +10,390 shares

    1.62% of the 13F portfolio, value $1,978,234.

    13F-HR 0002110062-26-000006 filed by Birchwood Financial Partners, 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 51,995 shares
    Change vs previous 13F +4,860 shares

    1.54% of the 13F portfolio, value $1,595,192.

    13F-HR 0002110062-26-000004 filed by Birchwood Financial Partners, 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 47,135 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,292,917.

    13F-HR 0002110062-26-000003 filed by Birchwood Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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