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Coastwise Capital Group, LLC: SCHD position timeline

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

Coastwise Capital Group, LLC held 449,966 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 449,966 shares
    Change vs previous 13F +2,652 shares

    8.29% of the 13F portfolio, value $14,268,407.

    13F-HR 0001934500-26-000007 filed by Coastwise Capital 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 447,314 shares
    Change vs previous 13F -3,963 shares

    7.62% of the 13F portfolio, value $13,723,579.

    13F-HR 0001934500-26-000006 filed by Coastwise Capital 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 451,277 shares
    Change vs previous 13F +17,768 shares

    6.18% of the 13F portfolio, value $12,378,523.

    13F-HR 0001934500-26-000005 filed by Coastwise Capital 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 433,509 shares
    Change vs previous 13F +21,439 shares

    8.33% of the 13F portfolio, value $11,834,793.

    13F-HR 0001934500-25-000011 filed by Coastwise Capital 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 412,070 shares
    Change vs previous 13F +30,318 shares

    8.69% of the 13F portfolio, value $10,919,858.

    13F-HR 0001934500-25-000006 filed by Coastwise Capital 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 381,752 shares
    Change vs previous 13F +40,087 shares

    8.98% of the 13F portfolio, value $10,673,775.

    13F-HR 0001934500-25-000004 filed by Coastwise Capital 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 341,665 shares
    Change vs previous 13F +222,674 shares

    7.46% of the 13F portfolio, value $9,334,280.

    13F-HR 0001962780-25-000001 filed by Coastwise Capital 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 118,991 shares
    Change vs previous 13F not available

    8.28% of the 13F portfolio, value $10,058,298.

    13F-HR 0001934500-24-000012 filed by Coastwise Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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