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Chicago Partners Investment Group LLC: SCHD position timeline

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

Chicago Partners Investment Group LLC held 248,991 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 248,991 shares
    Change vs previous 13F +9,964 shares

    0.16% of the 13F portfolio, value $8,166,914.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment 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 239,027 shares
    Change vs previous 13F -834 shares

    0.17% of the 13F portfolio, value $7,412,230.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment 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 239,861 shares
    Change vs previous 13F +378 shares

    0.17% of the 13F portfolio, value $6,989,544.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment 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 239,483 shares
    Change vs previous 13F -167,581 shares

    0.17% of the 13F portfolio, value $6,466,045.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment 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 407,064 shares
    Change vs previous 13F -87,956 shares

    0.32% of the 13F portfolio, value $11,145,411.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment 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 495,020 shares
    Change vs previous 13F -129,371 shares

    0.42% of the 13F portfolio, value $12,692,309.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment 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 624,391 shares
    Change vs previous 13F +545,465 shares

    0.57% of the 13F portfolio, value $17,058,364.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 78,926 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,232,020.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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