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Disclosery

DAGCO, INC.: SCHD position timeline

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

DAGCO, INC. held 822,011 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 822,011 shares
    Change vs previous 13F +39,927 shares

    4.82% of the 13F portfolio, value $26,065,965.

    13F-HR 0001767343-26-000003 filed by DAGCO, 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 782,084 shares
    Change vs previous 13F +84,872 shares

    5.2% of the 13F portfolio, value $23,994,325.

    13F-HR 0001767343-26-000002 filed by DAGCO, 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 697,212 shares
    Change vs previous 13F -1,764 shares

    4.42% of the 13F portfolio, value $19,124,513.

    13F-HR 0001767343-26-000001 filed by DAGCO, 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 698,976 shares
    Change vs previous 13F -33,915 shares

    4.8% of the 13F portfolio, value $19,082,050.

    13F-HR 0001767343-25-000006 filed by DAGCO, 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 732,891 shares
    Change vs previous 13F +19,798 shares

    5.42% of the 13F portfolio, value $19,421,622.

    13F-HR 0001767343-25-000004 filed by DAGCO, 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 713,093 shares
    Change vs previous 13F +2,660 shares

    6.45% of the 13F portfolio, value $19,938,079.

    13F-HR 0001767343-25-000002 filed by DAGCO, 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 710,433 shares
    Change vs previous 13F +519,338 shares

    6.43% of the 13F portfolio, value $19,409,016.

    13F-HR 0001767343-25-000001 filed by DAGCO, 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 191,095 shares
    Change vs previous 13F not available

    6.63% of the 13F portfolio, value $16,153,282.

    13F-HR 0001767343-24-000005 filed by DAGCO, INC.
    Filed (acceptance time not in the bulk data set), ingested

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