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Capital Investment Counsel, LLC: SCHD position timeline

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

Capital Investment Counsel, LLC held 11,708 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,708 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $380,861.

    13F-HR 0002085853-26-001184 filed by Capital Investment Counsel, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,708 shares
    Change vs previous 13F -578 shares

    0.05% of the 13F portfolio, value $371,261.

    13F-HR 0002085853-26-000743 filed by Capital Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,286 shares
    Change vs previous 13F -7,366 shares

    0.05% of the 13F portfolio, value $376,934.

    13F-HR 0002033609-26-000003 filed by Capital Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,652 shares
    Change vs previous 13F -106,160 shares

    0.07% of the 13F portfolio, value $539,058.

    13F-HR 0002033609-26-000001 filed by Capital Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 125,812 shares
    Change vs previous 13F +5,516 shares

    0.51% of the 13F portfolio, value $3,434,655.

    13F-HR 0002033609-25-000010 filed by Capital Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 120,296 shares
    Change vs previous 13F -3,238 shares

    0.49% of the 13F portfolio, value $3,187,851.

    13F-HR 0001085146-25-004444 filed by Capital Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 123,534 shares
    Change vs previous 13F +2,178 shares

    0.57% of the 13F portfolio, value $3,454,018.

    13F-HR 0001221073-25-000057 filed by Capital Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 121,356 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $3,315,436.

    13F-HR 0001221073-25-000008 filed by Capital Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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