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CUTLER INVESTMENT COUNSEL LLC: SCHD position timeline

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

CUTLER INVESTMENT COUNSEL LLC held 163,262 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,262 shares
    Change vs previous 13F +6,313 shares

    0.49% of the 13F portfolio, value $5,177,043.

    13F-HR 0002085853-26-000715 filed by CUTLER INVESTMENT COUNSEL 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 156,949 shares
    Change vs previous 13F -2,173 shares

    0.5% of the 13F portfolio, value $4,815,192.

    13F-HR 0002085853-26-000576 filed by CUTLER INVESTMENT COUNSEL 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 159,122 shares
    Change vs previous 13F -1,865 shares

    0.45% of the 13F portfolio, value $4,364,711.

    13F-HR 0002085853-26-000254 filed by CUTLER INVESTMENT COUNSEL 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 160,987 shares
    Change vs previous 13F +1,092 shares

    0.46% of the 13F portfolio, value $4,394,944.

    13F-HR 0002085853-25-000222 filed by CUTLER INVESTMENT COUNSEL 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 159,895 shares
    Change vs previous 13F -725 shares

    0.47% of the 13F portfolio, value $4,237,213.

    13F-HR 0001667731-25-000987 filed by CUTLER INVESTMENT COUNSEL 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 160,620 shares
    Change vs previous 13F -7,480 shares

    0.54% of the 13F portfolio, value $4,490,932.

    13F-HR 0001667731-25-000608 filed by CUTLER INVESTMENT COUNSEL 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 168,100 shares
    Change vs previous 13F +115,268 shares

    0.57% of the 13F portfolio, value $4,592,496.

    13F-HR 0001667731-25-000192 filed by CUTLER INVESTMENT COUNSEL 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 52,832 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,465,917.

    13F-HR 0001285973-24-000005 filed by CUTLER INVESTMENT COUNSEL LLC
    Filed (acceptance time not in the bulk data set), ingested

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