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Disclosery

CGC Financial Services, LLC: SCHD position timeline

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

CGC Financial Services, LLC held 1,656,235 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,656,235 shares
    Change vs previous 13F +14,265 shares

    11.95% of the 13F portfolio, value $53,877,315.

    13F-HR 0001992785-26-000006 filed by CGC Financial Services, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,641,970 shares
    Change vs previous 13F +25,674 shares

    11.71% of the 13F portfolio, value $52,066,865.

    13F-HR 0001992785-26-000004 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,616,296 shares
    Change vs previous 13F -8,627 shares

    14.33% of the 13F portfolio, value $49,587,952.

    13F-HR 0001992785-26-000003 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,624,923 shares
    Change vs previous 13F +30,202 shares

    11.93% of the 13F portfolio, value $44,571,661.

    13F-HR 0001992785-26-000001 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,594,721 shares
    Change vs previous 13F -660,517 shares

    12.01% of the 13F portfolio, value $43,535,888.

    13F-HR 0001992785-25-000007 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,255,238 shares
    Change vs previous 13F +1,543 shares

    20.18% of the 13F portfolio, value $59,763,813.

    13F-HR 0001992785-25-000004 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,253,695 shares
    Change vs previous 13F +68,717 shares

    24.92% of the 13F portfolio, value $63,013,325.

    13F-HR 0001992785-25-000003 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,184,978 shares
    Change vs previous 13F not available

    23.78% of the 13F portfolio, value $59,693,602.

    13F-HR 0001992785-25-000001 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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