Skip to content
Disclosery

Clearstead Trust, LLC: SCHD position timeline

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

Clearstead Trust, LLC held 120,227 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,227 shares
    Change vs previous 13F +5,793 shares

    0.5% of the 13F portfolio, value $3,812,389.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 114,434 shares
    Change vs previous 13F +12,693 shares

    0.57% of the 13F portfolio, value $3,510,827.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 101,741 shares
    Change vs previous 13F -12,101 shares

    0.44% of the 13F portfolio, value $2,790,748.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 113,842 shares
    Change vs previous 13F +22,811 shares

    0.53% of the 13F portfolio, value $3,107,879.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 91,031 shares
    Change vs previous 13F +168 shares

    0.46% of the 13F portfolio, value $2,412,318.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 90,863 shares
    Change vs previous 13F -360 shares

    0.57% of the 13F portfolio, value $2,540,540.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 91,223 shares
    Change vs previous 13F +68,157 shares

    0.54% of the 13F portfolio, value $2,492,218.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 23,066 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,949,733.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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