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Bouchey Financial Group, Ltd.: SCHD position timeline

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

Bouchey Financial Group, Ltd. held 514,953 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 514,953 shares
    Change vs previous 13F -1,841,711 shares

    1.05% of the 13F portfolio, value $16,329,163.

    13F-HR 0001951757-26-001070 filed by Bouchey Financial Group, Ltd.
    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 2,356,664 shares
    Change vs previous 13F -179,398 shares

    5.35% of the 13F portfolio, value $72,915,182.

    13F-HR 0001951757-26-000587 filed by Bouchey Financial Group, Ltd.
    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 2,536,062 shares
    Change vs previous 13F -559,812 shares

    5.22% of the 13F portfolio, value $69,564,181.

    13F-HR 0001951757-26-000213 filed by Bouchey Financial Group, Ltd.
    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 3,095,874 shares
    Change vs previous 13F +49,551 shares

    6.51% of the 13F portfolio, value $84,517,349.

    13F-HR 0001951757-25-001404 filed by Bouchey Financial Group, Ltd.
    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 3,046,323 shares
    Change vs previous 13F +53,223 shares

    6.71% of the 13F portfolio, value $80,727,561.

    13F-HR 0001951757-25-001053 filed by Bouchey Financial Group, Ltd.
    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 2,993,100 shares
    Change vs previous 13F +60,357 shares

    7.55% of the 13F portfolio, value $83,687,074.

    13F-HR 0001951757-25-000531 filed by Bouchey Financial Group, Ltd.
    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 2,932,743 shares
    Change vs previous 13F +2,116,465 shares

    7% of the 13F portfolio, value $80,122,545.

    13F-HR 0001951757-25-000182 filed by Bouchey Financial Group, Ltd.
    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 816,278 shares
    Change vs previous 13F not available

    6.17% of the 13F portfolio, value $68,999,995.

    13F-HR 0001951757-24-001111 filed by Bouchey Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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