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Disclosery

CHOREO, LLC: SCHD position timeline

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

CHOREO, LLC held 1,613,157 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,613,157 shares
    Change vs previous 13F -47,369 shares

    0.56% of the 13F portfolio, value $51,179,072.

    13F-HR 0001214659-26-009507 filed by CHOREO, 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 1,660,526 shares
    Change vs previous 13F +281,099 shares

    0.63% of the 13F portfolio, value $50,971,307.

    13F-HR 0001214659-26-006019 filed by CHOREO, 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 1,379,427 shares
    Change vs previous 13F +19,320 shares

    0.49% of the 13F portfolio, value $38,141,431.

    13F-HR 0001214659-26-000775 filed by CHOREO, 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 1,360,107 shares
    Change vs previous 13F +31,737 shares

    0.48% of the 13F portfolio, value $37,158,952.

    13F-HR 0001214659-25-016169 filed by CHOREO, 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 1,328,370 shares
    Change vs previous 13F +257,583 shares

    0.49% of the 13F portfolio, value $35,230,231.

    13F-HR 0001214659-25-011879 filed by CHOREO, 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 1,070,787 shares
    Change vs previous 13F -20,958 shares

    0.47% of the 13F portfolio, value $29,966,916.

    13F-HR 0001214659-25-006995 filed by CHOREO, 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 1,091,745 shares
    Change vs previous 13F +940,239 shares

    0.43% of the 13F portfolio, value $29,839,561.

    13F-HR 0001214659-25-001353 filed by CHOREO, 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 151,506 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $12,799,235.

    13F-HR 0001214659-24-018521 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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