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Disclosery

Brick & Kyle, Associates: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brick & Kyle, Associates on SCHD, newest first. How the timeline and the estimate are built.

Brick & Kyle, Associates held 20,561 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,561 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $630,807.

    13F-HR 0001632253-26-000006 filed by Brick & Kyle, Associates
    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 20,561 shares
    Change vs previous 13F -1,207 shares

    0.21% of the 13F portfolio, value $630,807.

    13F-HR 0001632253-26-000005 filed by Brick & Kyle, Associates
    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 21,768 shares
    Change vs previous 13F +615 shares

    0.21% of the 13F portfolio, value $597,000.

    13F-HR 0001632253-26-000001 filed by Brick & Kyle, Associates
    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 21,153 shares
    Change vs previous 13F +56 shares

    0.21% of the 13F portfolio, value $577,000.

    13F-HR 0001632253-25-000005 filed by Brick & Kyle, Associates
    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 21,097 shares
    Change vs previous 13F +7,077 shares

    0.26% of the 13F portfolio, value $578,000.

    13F-HR 0001632253-25-000004 filed by Brick & Kyle, Associates
    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 14,020 shares
    Change vs previous 13F +35 shares

    0.18% of the 13F portfolio, value $388,000.

    13F-HR 0001632253-25-000002 filed by Brick & Kyle, Associates
    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 13,985 shares
    Change vs previous 13F -339,873 shares

    0.16% of the 13F portfolio, value $382,000.

    13F-HR 0001632253-25-000001 filed by Brick & Kyle, Associates
    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 353,858 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $393,000.

    13F-HR 0001632253-24-000004 filed by Brick & Kyle, Associates
    Filed (acceptance time not in the bulk data set), ingested

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