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Disclosery

CPR Investments Inc.: SCHD position timeline

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

CPR Investments Inc. held 8,918 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,918 shares
    Change vs previous 13F +8,918 shares

    0.22% of the 13F portfolio, value $282,790.

    13F-HR 0001214659-26-008546 filed by CPR Investments 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 0 shares
    Change vs previous 13F -12,576 shares

    13F-HR 0001214659-26-004748 filed by CPR Investments 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.

  3. period ended2025-12-31
    13F 12,576 shares
    Change vs previous 13F -3,899 shares

    0.23% of the 13F portfolio, value $344,957.

    13F-HR 0001214659-26-000457 filed by CPR Investments 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 16,475 shares
    Change vs previous 13F +2,457 shares

    0.31% of the 13F portfolio, value $449,780.

    13F-HR 0001214659-25-014901 filed by CPR Investments 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 14,018 shares
    Change vs previous 13F +2,886 shares

    0.29% of the 13F portfolio, value $371,485.

    13F-HR 0001214659-25-010745 filed by CPR Investments 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 11,132 shares
    Change vs previous 13F +11,132 shares

    0.28% of the 13F portfolio, value $311,244.

    13F-HR 0001214659-25-005694 filed by CPR Investments 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 0 shares
    Change vs previous 13F -3,793 shares

    13F-HR 0001214659-25-000543 filed by CPR Investments 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.

  8. period ended2024-09-30
    13F 3,793 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $320,622.

    13F-HR 0001214659-24-017592 filed by CPR Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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