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Dickmeyer Boyce Financial Management, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dickmeyer Boyce Financial Management, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Dickmeyer Boyce Financial Management, Inc. held 241,399 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 241,399 shares
    Change vs previous 13F +5,247 shares

    4.02% of the 13F portfolio, value $7,852,724.

    13F-HR 0002085853-26-001110 filed by Dickmeyer Boyce Financial Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 236,152 shares
    Change vs previous 13F +9,383 shares

    3.88% of the 13F portfolio, value $7,488,376.

    13F-HR 0002085853-26-000812 filed by Dickmeyer Boyce Financial Management, Inc.
    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 226,769 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $6,957,280.

    13F-HR 0002085853-26-000591 filed by Dickmeyer Boyce Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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