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Bruce G. Allen Investments, LLC: SCHD position timeline

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

Bruce G. Allen Investments, LLC held 399,879 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 399,879 shares
    Change vs previous 13F -23,597 shares

    8.08% of the 13F portfolio, value $12,680,166.

    13F-HR 0001986152-26-000096 filed by Bruce G. Allen Investments, LLC
    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 423,476 shares
    Change vs previous 13F +13,846 shares

    8.5% of the 13F portfolio, value $12,992,236.

    13F-HR 0001986152-26-000079 filed by Bruce G. Allen Investments, LLC
    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 409,630 shares
    Change vs previous 13F +110,671 shares

    7.6% of the 13F portfolio, value $11,236,141.

    13F-HR 0001986152-26-000022 filed by Bruce G. Allen Investments, LLC
    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 298,959 shares
    Change vs previous 13F +7,313 shares

    5.85% of the 13F portfolio, value $8,161,571.

    13F-HR 0002005409-25-000006 filed by Bruce G. Allen Investments, LLC
    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 291,646 shares
    Change vs previous 13F -2,841 shares

    5.86% of the 13F portfolio, value $7,728,626.

    13F-HR 0002005409-25-000003 filed by Bruce G. Allen Investments, LLC
    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 294,487 shares
    Change vs previous 13F +12,649 shares

    6.52% of the 13F portfolio, value $8,233,851.

    13F-HR 0002005409-25-000002 filed by Bruce G. Allen Investments, LLC
    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 281,838 shares
    Change vs previous 13F +191,677 shares

    6.25% of the 13F portfolio, value $7,699,824.

    13F-HR 0002005409-25-000001 filed by Bruce G. Allen Investments, LLC
    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 90,161 shares
    Change vs previous 13F not available

    5.92% of the 13F portfolio, value $7,621,324.

    13F-HR 0002005409-24-000005 filed by Bruce G. Allen Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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