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Disclosery

Dale Q Rice Investment Management Ltd: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dale Q Rice Investment Management Ltd on SCHD, newest first. How the timeline and the estimate are built.

Dale Q Rice Investment Management Ltd held 22,316 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,316 shares
    Change vs previous 13F -241 shares

    0.4% of the 13F portfolio, value $725,933.

    13F-HR 0002041427-26-000005 filed by Dale Q Rice Investment Management Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,557 shares
    Change vs previous 13F -247 shares

    0.39% of the 13F portfolio, value $715,282.

    13F-HR 0002041427-26-000003 filed by Dale Q Rice Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 22,804 shares
    Change vs previous 13F -179 shares

    0.53% of the 13F portfolio, value $699,627.

    13F-HR 0002041427-26-000002 filed by Dale Q Rice Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 22,983 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $630,424.

    13F-HR 0002041427-26-000001 filed by Dale Q Rice Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,983 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $620,541.

    13F-HR 0002041427-25-000006 filed by Dale Q Rice Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,983 shares
    Change vs previous 13F -22,023 shares

    0.51% of the 13F portfolio, value $618,932.

    13F-HR 0002041427-25-000004 filed by Dale Q Rice Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 45,006 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,258,368.

    13F-HR 0002041427-25-000002 filed by Dale Q Rice Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 45,006 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,229,564.

    13F-HR 0002041427-25-000001 filed by Dale Q Rice Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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