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Disclosery

Carnegie Investment Counsel: SCHD position timeline

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

Carnegie Investment Counsel held 530,769 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 530,769 shares
    Change vs previous 13F +68,410 shares

    0.34% of the 13F portfolio, value $16,830,674.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    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 462,359 shares
    Change vs previous 13F -8,392 shares

    0.28% of the 13F portfolio, value $14,185,174.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    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 470,751 shares
    Change vs previous 13F +105,601 shares

    0.24% of the 13F portfolio, value $12,912,689.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    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 365,150 shares
    Change vs previous 13F +363 shares

    0.19% of the 13F portfolio, value $9,968,586.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    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 364,787 shares
    Change vs previous 13F +18,138 shares

    0.19% of the 13F portfolio, value $9,666,863.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    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 346,649 shares
    Change vs previous 13F +106,085 shares

    0.21% of the 13F portfolio, value $8,968,900.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    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 240,564 shares
    Change vs previous 13F +161,493 shares

    0.19% of the 13F portfolio, value $6,572,217.

    13F-HR 0001085146-25-000199 filed by Carnegie Investment Counsel
    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 79,071 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,683,840.

    13F-HR 0001085146-24-004838 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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