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Disclosery

Crescent Sterling, Ltd.: SCHD position timeline

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

Crescent Sterling, Ltd. held 277,997 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 277,997 shares
    Change vs previous 13F +8,026 shares

    7.88% of the 13F portfolio, value $8,815,287.

    13F-HR 0001754960-26-000398 filed by Crescent Sterling, Ltd.
    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 269,971 shares
    Change vs previous 13F +6,573 shares

    8.01% of the 13F portfolio, value $8,282,710.

    13F-HR 0001754960-26-000201 filed by Crescent Sterling, Ltd.
    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 263,398 shares
    Change vs previous 13F +12,639 shares

    7.41% of the 13F portfolio, value $7,225,007.

    13F-HR 0001754960-26-000008 filed by Crescent Sterling, Ltd.
    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 250,759 shares
    Change vs previous 13F +9,371 shares

    7.2% of the 13F portfolio, value $6,845,721.

    13F-HR 0001754960-25-000669 filed by Crescent Sterling, Ltd.
    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 241,388 shares
    Change vs previous 13F -2,770 shares

    7.16% of the 13F portfolio, value $6,396,782.

    13F-HR 0001754960-25-000527 filed by Crescent Sterling, Ltd.
    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 244,158 shares
    Change vs previous 13F +13,954 shares

    7% of the 13F portfolio, value $6,826,658.

    13F-HR 0001754960-25-000192 filed by Crescent Sterling, Ltd.
    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 230,204 shares
    Change vs previous 13F +157,914 shares

    6.45% of the 13F portfolio, value $6,289,180.

    13F-HR 0001754960-25-000005 filed by Crescent Sterling, Ltd.
    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 72,290 shares
    Change vs previous 13F not available

    5.82% of the 13F portfolio, value $6,110,690.

    13F-HR 0001754960-24-000495 filed by Crescent Sterling, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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