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D'Orazio & Associates, Inc.: SCHD position timeline

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

D'Orazio & Associates, Inc. held 6,318 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,318 shares
    Change vs previous 13F -824 shares

    0.02% of the 13F portfolio, value $200,359.

    13F-HR 0001646821-26-000005 filed by D'Orazio & Associates, Inc.
    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 7,142 shares
    Change vs previous 13F -2,218 shares

    0.03% of the 13F portfolio, value $219,130.

    13F-HR 0001646821-26-000002 filed by D'Orazio & Associates, Inc.
    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 9,360 shares
    Change vs previous 13F +1,674 shares

    0.03% of the 13F portfolio, value $256,759.

    13F-HR 0001646821-26-000001 filed by D'Orazio & Associates, Inc.
    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 7,686 shares
    Change vs previous 13F -2,432 shares

    0.03% of the 13F portfolio, value $209,831.

    13F-HR 0001646821-25-000003 filed by D'Orazio & Associates, Inc.
    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 10,118 shares
    Change vs previous 13F -12,462 shares

    0.04% of the 13F portfolio, value $268,133.

    13F-HR 0001085146-25-004705 filed by D'Orazio & Associates, Inc.
    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 22,580 shares
    Change vs previous 13F -7,271 shares

    0.1% of the 13F portfolio, value $631,327.

    13F-HR 0001085146-25-002170 filed by D'Orazio & Associates, Inc.
    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 29,851 shares
    Change vs previous 13F +19,427 shares

    0.12% of the 13F portfolio, value $815,528.

    13F-HR 0001085146-25-000519 filed by D'Orazio & Associates, Inc.
    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 10,424 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $881,148.

    13F-HR 0001085146-24-005372 filed by D'Orazio & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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