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Disclosery

D.A. DAVIDSON & CO.: SCHD position timeline

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

D.A. DAVIDSON & CO. held 1,955,264 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,955,264 shares
    Change vs previous 13F -1,892 shares

    0.34% of the 13F portfolio, value $62,001,438.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 1,957,156 shares
    Change vs previous 13F -274,903 shares

    0.36% of the 13F portfolio, value $60,045,566.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 2,232,059 shares
    Change vs previous 13F +44,509 shares

    0.38% of the 13F portfolio, value $61,225,385.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 2,187,550 shares
    Change vs previous 13F +74,663 shares

    0.38% of the 13F portfolio, value $59,720,138.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 2,112,887 shares
    Change vs previous 13F +285,040 shares

    0.39% of the 13F portfolio, value $55,991,509.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 1,827,847 shares
    Change vs previous 13F -1,659,248 shares

    0.41% of the 13F portfolio, value $51,106,612.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 3,487,095 shares
    Change vs previous 13F +2,361,146 shares

    0.78% of the 13F portfolio, value $95,267,444.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 1,125,949 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $95,176,474.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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