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D.B. Root & Company, LLC: SCHF position timeline

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

D.B. Root & Company, LLC held 129,673 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,673 shares
    Change vs previous 13F +6,066 shares

    0.76% of the 13F portfolio, value $3,591,931.

    13F-HR 0001731717-26-000003 filed by D.B. Root & Company, 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 123,607 shares
    Change vs previous 13F +1,114 shares

    0.73% of the 13F portfolio, value $3,059,281.

    13F-HR 0001731717-26-000002 filed by D.B. Root & Company, 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 122,493 shares
    Change vs previous 13F +1,772 shares

    0.72% of the 13F portfolio, value $2,944,727.

    13F-HR 0001731717-26-000001 filed by D.B. Root & Company, 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 120,721 shares
    Change vs previous 13F -950 shares

    0.71% of the 13F portfolio, value $2,810,391.

    13F-HR 0001731717-25-000002 filed by D.B. Root & Company, 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 121,671 shares
    Change vs previous 13F -8,562 shares

    0.79% of the 13F portfolio, value $2,688,945.

    13F-HR 0001172661-25-002672 filed by D.B. Root & Company, 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 130,233 shares
    Change vs previous 13F -567 shares

    0.83% of the 13F portfolio, value $2,576,011.

    13F-HR 0001172661-25-001837 filed by D.B. Root & Company, 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 130,800 shares
    Change vs previous 13F +64,842 shares

    0.77% of the 13F portfolio, value $2,419,802.

    13F-HR 0001172661-25-000250 filed by D.B. Root & Company, 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 65,958 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,712,230.

    13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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