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Disclosery

Blue Trust, Inc.: SCHD position timeline

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

Blue Trust, Inc. held 15,177 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,177 shares
    Change vs previous 13F +223 shares

    0.01% of the 13F portfolio, value $481,281.

    13F-HR 0001856022-26-000004 filed by Blue Trust, 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 14,954 shares
    Change vs previous 13F +4,609 shares

    0.01% of the 13F portfolio, value $458,783.

    13F-HR 0001856022-26-000003 filed by Blue Trust, 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 10,345 shares
    Change vs previous 13F -1,157 shares

    <0.01% of the 13F portfolio, value $283,759.

    13F-HR 0001856022-26-000001 filed by Blue Trust, 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 11,502 shares
    Change vs previous 13F +953 shares

    <0.01% of the 13F portfolio, value $314,014.

    13F-HR 0001856022-25-000008 filed by Blue Trust, 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 10,549 shares
    Change vs previous 13F -18,533 shares

    <0.01% of the 13F portfolio, value $279,543.

    13F-HR 0001856022-25-000007 filed by Blue Trust, 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 29,082 shares
    Change vs previous 13F +6,154 shares

    0.01% of the 13F portfolio, value $813,123.

    13F-HR 0001856022-25-000006 filed by Blue Trust, 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 22,928 shares
    Change vs previous 13F +8,500 shares

    0.01% of the 13F portfolio, value $626,401.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, 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 14,428 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,121,926.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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