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Disclosery

COWA, LLC: SCHD position timeline

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

COWA, LLC held 119,874 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 119,874 shares
    Change vs previous 13F -813 shares

    0.95% of the 13F portfolio, value $3,801,219.

    13F-HR 0001172661-26-003103 filed by COWA, 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 120,687 shares
    Change vs previous 13F +601 shares

    1% of the 13F portfolio, value $3,702,680.

    13F-HR 0001172661-26-001949 filed by COWA, 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 120,086 shares
    Change vs previous 13F -7,940 shares

    1% of the 13F portfolio, value $3,293,970.

    13F-HR 0001172661-26-000642 filed by COWA, 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 128,026 shares
    Change vs previous 13F +782 shares

    1.16% of the 13F portfolio, value $3,495,130.

    13F-HR 0001172661-25-004667 filed by COWA, 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 127,244 shares
    Change vs previous 13F +5,377 shares

    1.28% of the 13F portfolio, value $3,372,709.

    13F-HR 0001172661-25-003055 filed by COWA, 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 121,867 shares
    Change vs previous 13F +394 shares

    1.46% of the 13F portfolio, value $3,407,403.

    13F-HR 0001172661-25-001765 filed by COWA, 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 121,473 shares
    Change vs previous 13F +81,556 shares

    1.53% of the 13F portfolio, value $3,318,648.

    13F-HR 0001172661-25-000471 filed by COWA, 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 39,917 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $3,374,164.

    13F-HR 0001172661-24-004448 filed by COWA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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