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CHAPIN DAVIS, INC.: SCHD position timeline

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

CHAPIN DAVIS, INC. held 24,584 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,584 shares
    Change vs previous 13F +18 shares

    0.15% of the 13F portfolio, value $799,733.

    13F-HR 0001085146-26-000828 filed by CHAPIN DAVIS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,566 shares
    Change vs previous 13F +18 shares

    0.14% of the 13F portfolio, value $778,985.

    13F-HR 0000872098-26-000005 filed by CHAPIN DAVIS, INC.
    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 24,548 shares
    Change vs previous 13F -881 shares

    0.17% of the 13F portfolio, value $753,133.

    13F-HR 0000872098-26-000004 filed by CHAPIN DAVIS, INC.
    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 25,429 shares
    Change vs previous 13F +22 shares

    0.16% of the 13F portfolio, value $697,520.

    13F-HR 0000872098-26-000001 filed by CHAPIN DAVIS, INC.
    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 25,407 shares
    Change vs previous 13F -1,648 shares

    0.17% of the 13F portfolio, value $693,600.

    13F-HR 0001085146-25-005864 filed by CHAPIN DAVIS, INC.
    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 27,055 shares
    Change vs previous 13F +6,517 shares

    0.2% of the 13F portfolio, value $716,969.

    13F-HR 0001085146-25-003790 filed by CHAPIN DAVIS, INC.
    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 20,538 shares
    Change vs previous 13F +12,141 shares

    0.2% of the 13F portfolio, value $574,236.

    13F-HR 0001085146-25-002243 filed by CHAPIN DAVIS, INC.
    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 8,397 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $709,820.

    13F-HR 0001085146-25-000364 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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