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Disclosery

Directional Asset Management: SCHD position timeline

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

Directional Asset Management held 81,211 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,211 shares
    Change vs previous 13F +499 shares

    2.46% of the 13F portfolio, value $2,575,187.

    13F-HR 0001754960-26-000633 filed by Directional Asset Management
    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 80,712 shares
    Change vs previous 13F -1,903 shares

    2.26% of the 13F portfolio, value $2,476,251.

    13F-HR 0001754960-26-000323 filed by Directional Asset Management
    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 82,615 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $2,266,136.

    13F-HR 0001754960-26-000139 filed by Directional Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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