BRADLEY FOSTER & SARGENT INC/CT: SCHD position timeline

BRADLEY FOSTER & SARGENT INC/CT held 105,228 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 105,228 shares

   Change vs previous 13F +31,500 shares

   0.05% of the 13F portfolio, value $3,336,780.

   13F-HR 0001015086-26-000006 filed by BRADLEY FOSTER & SARGENT INC/CT
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F/A 73,728 shares

   Change vs previous 13F +21,109 shares

   0.04% of the 13F portfolio, value $2,261,975.

   13F-HR/A 0001015086-26-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 52,619 shares

   Change vs previous 13F +19,408 shares

   0.02% of the 13F portfolio, value $1,443,339.

   13F-HR 0001015086-26-000001 filed by BRADLEY FOSTER & SARGENT INC/CT
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 33,211 shares

   Change vs previous 13F +5,991 shares

   0.01% of the 13F portfolio, value $906,660.

   13F-HR 0001015086-25-000013 filed by BRADLEY FOSTER & SARGENT INC/CT
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 27,220 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $721,330.

   13F-HR 0001015086-25-000007 filed by BRADLEY FOSTER & SARGENT INC/CT
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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