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Disclosery

Capital Square, LLC: SCHD position timeline

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

Capital Square, LLC held 52,540 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,540 shares
    Change vs previous 13F +260 shares

    0.75% of the 13F portfolio, value $1,702,326.

    13F-HR 0001798736-26-000003 filed by Capital Square, 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 52,280 shares
    Change vs previous 13F +4,074 shares

    0.75% of the 13F portfolio, value $1,631,151.

    13F-HR 0001798736-26-000002 filed by Capital Square, 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 48,206 shares
    Change vs previous 13F -543 shares

    0.67% of the 13F portfolio, value $1,322,303.

    13F-HR 0001798736-26-000001 filed by Capital Square, 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 48,749 shares
    Change vs previous 13F -43,910 shares

    0.68% of the 13F portfolio, value $1,330,865.

    13F-HR 0001798736-25-000007 filed by Capital Square, 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 92,659 shares
    Change vs previous 13F -34,456 shares

    1.35% of the 13F portfolio, value $2,532,385.

    13F-HR 0001798736-25-000003 filed by Capital Square, 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 127,115 shares
    Change vs previous 13F +12,820 shares

    2.09% of the 13F portfolio, value $3,554,148.

    13F-HR 0001798736-25-000002 filed by Capital Square, 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 114,295 shares
    Change vs previous 13F +78,183 shares

    1.82% of the 13F portfolio, value $3,208,264.

    13F-HR 0001798736-25-000001 filed by Capital Square, 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 36,112 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $3,052,598.

    13F-HR 0001798736-24-000004 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

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