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CERTIOR FINANCIAL GROUP, LLC: SCHD position timeline

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

CERTIOR FINANCIAL GROUP, LLC held 364,332 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 364,332 shares
    Change vs previous 13F +24,762 shares

    6.33% of the 13F portfolio, value $11,552,961.

    13F-HR 0001104659-26-084938 filed by CERTIOR FINANCIAL GROUP, 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 339,570 shares
    Change vs previous 13F +23,149 shares

    6.64% of the 13F portfolio, value $10,418,006.

    13F-HR 0001104659-26-049297 filed by CERTIOR FINANCIAL GROUP, 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 316,421 shares
    Change vs previous 13F +15,496 shares

    5.92% of the 13F portfolio, value $8,679,431.

    13F-HR 0001104659-26-010102 filed by CERTIOR FINANCIAL GROUP, 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 300,925 shares
    Change vs previous 13F +19,625 shares

    5.58% of the 13F portfolio, value $8,215,245.

    13F-HR 0001104659-25-104742 filed by CERTIOR FINANCIAL GROUP, 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 281,300 shares
    Change vs previous 13F +18,619 shares

    5.72% of the 13F portfolio, value $7,454,457.

    13F-HR 0001104659-25-077440 filed by CERTIOR FINANCIAL GROUP, 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 262,681 shares
    Change vs previous 13F +97,462 shares

    6.07% of the 13F portfolio, value $7,344,551.

    13F-HR 0001104659-25-049185 filed by CERTIOR FINANCIAL GROUP, 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 165,219 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $4,513,786.

    13F-HR 0001104659-25-012569 filed by CERTIOR FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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