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BOSTON FINANCIAL MANGEMENT LLC: SCHD position timeline

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

BOSTON FINANCIAL MANGEMENT LLC held 173,627 SCHD shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 173,627 shares
    Change vs previous 13F +115,485 shares

    0.14% of the 13F portfolio, value $4,743,482.

    13F-HR 0001053055-25-000001 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 58,142 shares
    Change vs previous 13F -1 shares

    0.15% of the 13F portfolio, value $4,914,734.

    13F-HR 0001053055-24-000005 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 58,143 shares
    Change vs previous 13F -657 shares

    0.14% of the 13F portfolio, value $4,521,169.

    13F-HR 0001053055-24-000003 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 58,800 shares
    Change vs previous 13F -321 shares

    0.15% of the 13F portfolio, value $4,741,012.

    13F-HR 0001053055-24-000002 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 59,121 shares
    Change vs previous 13F -5,704 shares

    0.15% of the 13F portfolio, value $4,500,892.

    13F-HR 0001053055-24-000001 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 64,825 shares
    Change vs previous 13F +640 shares

    0.17% of the 13F portfolio, value $4,587,046.

    13F-HR 0001053055-23-000004 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 64,185 shares
    Change vs previous 13F -2,378 shares

    0.17% of the 13F portfolio, value $4,661,145.

    13F-HR 0001053055-23-000003 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 66,563 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,869,779.

    13F-HR 0001053055-23-000002 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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