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Carmichael Hill & Associates, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carmichael Hill & Associates, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Carmichael Hill & Associates, Inc. held 21,086 SCHD shares at 2024-09-30 per its 13F-HR filed 2024-10-29.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 21,086 shares
    Change vs previous 13F +394 shares

    0.66% of the 13F portfolio, value $1,782,434.

    13F-HR 0001730295-24-000008 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 20,692 shares
    Change vs previous 13F +425 shares

    0.65% of the 13F portfolio, value $1,609,001.

    13F-HR 0001730295-24-000006 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 20,267 shares
    Change vs previous 13F -1,269 shares

    0.67% of the 13F portfolio, value $1,634,119.

    13F-HR 0001730295-24-000004 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 21,536 shares
    Change vs previous 13F +344 shares

    0.72% of the 13F portfolio, value $1,639,570.

    13F-HR 0001730295-24-000002 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 21,192 shares
    Change vs previous 13F +490 shares

    0.74% of the 13F portfolio, value $1,499,562.

    13F-HR 0001730295-23-000008 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 20,702 shares
    Change vs previous 13F -93 shares

    0.72% of the 13F portfolio, value $1,503,404.

    13F-HR 0001730295-23-000006 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 20,795 shares
    Change vs previous 13F +3,081 shares

    0.78% of the 13F portfolio, value $1,521,354.

    13F-HR 0001730295-23-000004 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 17,714 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,338,123.

    13F-HR 0001730295-23-000002 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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