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Disclosery

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

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

D.A. DAVIDSON & CO. held 25,617 SCHF 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 25,617 shares
    Change vs previous 13F +10,779 shares

    <0.01% of the 13F portfolio, value $709,591.

    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 14,838 shares
    Change vs previous 13F +798 shares

    <0.01% of the 13F portfolio, value $367,241.

    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 14,040 shares
    Change vs previous 13F -1,766 shares

    <0.01% of the 13F portfolio, value $337,522.

    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 15,806 shares
    Change vs previous 13F -666 shares

    <0.01% of the 13F portfolio, value $367,964.

    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 16,472 shares
    Change vs previous 13F -380 shares

    <0.01% of the 13F portfolio, value $364,031.

    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 16,852 shares
    Change vs previous 13F +3,922 shares

    <0.01% of the 13F portfolio, value $333,333.

    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 12,930 shares
    Change vs previous 13F +4,363 shares

    <0.01% of the 13F portfolio, value $239,205.

    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 8,567 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $352,275.

    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).