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BRASADA CAPITAL MANAGEMENT, LP: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRASADA CAPITAL MANAGEMENT, LP on SCHD, newest first. How the timeline and the estimate are built.

BRASADA CAPITAL MANAGEMENT, LP held 27,438 SCHD shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 27,438 shares
    Change vs previous 13F -114 shares

    0.16% of the 13F portfolio, value $870,052.

    13F-HR/A 0001420506-26-001843 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 27,552 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $844,193.

    13F-HR 0001420506-26-001123 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 27,552 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $764,017.

    13F-HR 0001420506-26-000395 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 27,552 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $753,271.

    13F-HR 0001420506-25-003331 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 27,552 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $753,547.

    13F-HR 0001420506-25-002057 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 27,552 shares
    Change vs previous 13F -1,023 shares

    0.13% of the 13F portfolio, value $670,064.

    13F-HR 0001420506-25-001235 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 28,575 shares
    Change vs previous 13F +19,050 shares

    0.14% of the 13F portfolio, value $780,098.

    13F-HR 0001420506-25-000500 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 9,525 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $805,244.

    13F-HR 0001420506-24-002449 filed by BRASADA CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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