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Disclosery

DDD Partners, LLC: SCHD position timeline

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

DDD Partners, LLC held 14,830 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,830 shares
    Change vs previous 13F +25 shares

    0.03% of the 13F portfolio, value $470,273.

    13F-HR 0001729673-26-000006 filed by DDD Partners, 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 14,805 shares
    Change vs previous 13F -13,032 shares

    0.03% of the 13F portfolio, value $454,210.

    13F-HR 0001729673-26-000004 filed by DDD Partners, 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 27,837 shares
    Change vs previous 13F -307 shares

    0.05% of the 13F portfolio, value $763,575.

    13F-HR 0001729673-26-000003 filed by DDD Partners, 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 28,144 shares
    Change vs previous 13F -1,167,861 shares

    0.05% of the 13F portfolio, value $768,326.

    13F-HR 0001729673-25-000008 filed by DDD Partners, 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 1,196,005 shares
    Change vs previous 13F +1,164,306 shares

    3.4% of the 13F portfolio, value $31,694,130.

    13F-HR 0001729673-25-000006 filed by DDD Partners, 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 31,699 shares
    Change vs previous 13F +453 shares

    0.11% of the 13F portfolio, value $886,311.

    13F-HR 0001729673-25-000005 filed by DDD Partners, 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 31,246 shares
    Change vs previous 13F +20,958 shares

    0.1% of the 13F portfolio, value $853,629.

    13F-HR 0001729673-25-000003 filed by DDD Partners, 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 10,288 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $869,621.

    13F-HR 0001729673-24-000008 filed by DDD Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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