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COZAD ASSET MANAGEMENT INC: SCHD position timeline

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

COZAD ASSET MANAGEMENT INC held 339,120 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 339,120 shares
    Change vs previous 13F -7,310 shares

    0.69% of the 13F portfolio, value $10,753,479.

    13F-HR 0000709428-26-000008 filed by COZAD ASSET MANAGEMENT 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 346,430 shares
    Change vs previous 13F -21,010 shares

    0.83% of the 13F portfolio, value $10,628,461.

    13F-HR 0000709428-26-000006 filed by COZAD ASSET MANAGEMENT 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 367,440 shares
    Change vs previous 13F -32,645 shares

    0.78% of the 13F portfolio, value $10,078,876.

    13F-HR 0000709428-26-000002 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 400,085 shares
    Change vs previous 13F -127,592 shares

    0.87% of the 13F portfolio, value $10,922,314.

    13F-HR 0000709428-25-000014 filed by COZAD ASSET MANAGEMENT INC
    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/A 527,677 shares
    Change vs previous 13F -23,310 shares

    1.22% of the 13F portfolio, value $13,983,431.

    13F-HR/A 0000709428-25-000011 filed by COZAD ASSET MANAGEMENT INC
    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 550,987 shares
    Change vs previous 13F -9,311 shares

    1.54% of the 13F portfolio, value $15,405,597.

    13F-HR 0000709428-25-000004 filed by COZAD ASSET MANAGEMENT INC
    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 560,298 shares
    Change vs previous 13F +374,806 shares

    1.43% of the 13F portfolio, value $15,307,348.

    13F-HR 0000709428-25-000002 filed by COZAD ASSET MANAGEMENT INC
    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 185,492 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $15,679,644.

    13F-HR 0000709428-24-000011 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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