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Disclosery

Capital Market Strategies LLC: SCHD position timeline

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

Capital Market Strategies LLC held 14,414 SCHD shares at 2025-06-30 per its 13F-HR filed 2025-07-02.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 14,414 shares
    Change vs previous 13F -1,328 shares

    0.27% of the 13F portfolio, value $381,963.

    13F-HR 0001810158-25-000004 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 15,742 shares
    Change vs previous 13F -37,471 shares

    0.29% of the 13F portfolio, value $440,143.

    13F-HR 0001810158-25-000002 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 53,213 shares
    Change vs previous 13F +35,820 shares

    0.84% of the 13F portfolio, value $1,453,790.

    13F-HR 0001810158-25-000001 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 17,393 shares
    Change vs previous 13F -2,282 shares

    0.89% of the 13F portfolio, value $1,470,239.

    13F-HR 0001810158-24-000004 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 19,675 shares
    Change vs previous 13F -562 shares

    0.97% of the 13F portfolio, value $1,529,951.

    13F-HR 0001810158-24-000003 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 20,237 shares
    Change vs previous 13F -904 shares

    1.24% of the 13F portfolio, value $1,631,733.

    13F-HR 0001810158-24-000002 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 21,141 shares
    Change vs previous 13F -1,921 shares

    1.4% of the 13F portfolio, value $1,609,464.

    13F-HR 0001810158-24-000001 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 23,062 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $1,601,000.

    13F-HR 0001810158-23-000004 filed by Capital Market Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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