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Burns Matteson Capital Management, LLC: SCHD position timeline

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

Burns Matteson Capital Management, LLC held 246,702 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 246,702 shares
    Change vs previous 13F +2,113 shares

    2.49% of the 13F portfolio, value $7,822,923.

    13F-HR 0001894164-26-000005 filed by Burns Matteson Capital Management, 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 244,589 shares
    Change vs previous 13F -7,867 shares

    2.92% of the 13F portfolio, value $7,503,986.

    13F-HR 0001894164-26-000004 filed by Burns Matteson Capital Management, 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 252,456 shares
    Change vs previous 13F -1,367 shares

    2.78% of the 13F portfolio, value $6,924,861.

    13F-HR 0001894164-26-000003 filed by Burns Matteson Capital Management, 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 253,823 shares
    Change vs previous 13F +4,035 shares

    2.91% of the 13F portfolio, value $6,929,371.

    13F-HR 0001894164-25-000009 filed by Burns Matteson Capital Management, 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 249,788 shares
    Change vs previous 13F +6,582 shares

    3.2% of the 13F portfolio, value $6,619,373.

    13F-HR 0001894164-25-000006 filed by Burns Matteson Capital Management, 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 243,206 shares
    Change vs previous 13F +3,548 shares

    3.66% of the 13F portfolio, value $6,800,035.

    13F-HR 0001894164-25-000004 filed by Burns Matteson Capital Management, 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 239,658 shares
    Change vs previous 13F +158,714 shares

    3.67% of the 13F portfolio, value $6,547,453.

    13F-HR 0001894164-25-000001 filed by Burns Matteson Capital Management, 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 80,944 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $6,842,181.

    13F-HR 0001894164-24-000011 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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