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CONTINENTAL INVESTORS SERVICES, INC.: SCHD position timeline

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

CONTINENTAL INVESTORS SERVICES, INC. held 6,640 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,640 shares
    Change vs previous 13F +22 shares

    0.18% of the 13F portfolio, value $223,356.

    13F-HR 0001754960-26-000763 filed by CONTINENTAL INVESTORS SERVICES, INC.
    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 6,618 shares
    Change vs previous 13F -157 shares

    0.2% of the 13F portfolio, value $210,125.

    13F-HR 0001754960-26-000389 filed by CONTINENTAL INVESTORS SERVICES, INC.
    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 6,775 shares
    Change vs previous 13F +6,775 shares

    0.26% of the 13F portfolio, value $202,045.

    13F-HR 0001754960-26-000190 filed by CONTINENTAL INVESTORS SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -7,231 shares

    13F-HR 0001754960-25-000529 filed by CONTINENTAL INVESTORS SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 7,231 shares
    Change vs previous 13F +7,231 shares

    0.4% of the 13F portfolio, value $202,182.

    13F-HR 0001754960-25-000308 filed by CONTINENTAL INVESTORS SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,391 shares

    13F-HR 0001754960-25-000128 filed by CONTINENTAL INVESTORS SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 2,391 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $201,970.

    13F-HR 0001754960-24-000577 filed by CONTINENTAL INVESTORS SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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