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Bleakley Financial Group, LLC: SCHD position timeline

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

Bleakley Financial Group, LLC held 76,479 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 76,479 shares
    Change vs previous 13F +17,194 shares

    0.03% of the 13F portfolio, value $2,425,149.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 59,285 shares
    Change vs previous 13F +14,849 shares

    0.03% of the 13F portfolio, value $1,818,860.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 44,436 shares
    Change vs previous 13F -231 shares

    0.02% of the 13F portfolio, value $1,218,879.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 44,667 shares
    Change vs previous 13F -8,372 shares

    0.03% of the 13F portfolio, value $1,219,414.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 53,039 shares
    Change vs previous 13F +31,598 shares

    0.04% of the 13F portfolio, value $1,405,539.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 21,441 shares
    Change vs previous 13F +2,511 shares

    0.02% of the 13F portfolio, value $599,494.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 18,930 shares
    Change vs previous 13F +13,418 shares

    0.02% of the 13F portfolio, value $517,181.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 5,512 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $465,948.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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