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Disclosery

Disciplined Investors, L.L.C.: SCHD position timeline

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

Disciplined Investors, L.L.C. held 45,725 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,725 shares
    Change vs previous 13F +125 shares

    0.73% of the 13F portfolio, value $1,449,951.

    13F-HR 0001951757-26-001221 filed by Disciplined Investors, L.L.C.
    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 45,600 shares
    Change vs previous 13F +3 shares

    0.83% of the 13F portfolio, value $1,399,014.

    13F-HR 0001951757-26-000828 filed by Disciplined Investors, L.L.C.
    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 45,597 shares
    Change vs previous 13F -713 shares

    0.82% of the 13F portfolio, value $1,250,726.

    13F-HR 0001951757-26-000409 filed by Disciplined Investors, L.L.C.
    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 46,310 shares
    Change vs previous 13F -525 shares

    0.9% of the 13F portfolio, value $1,264,274.

    13F-HR 0001951757-25-001434 filed by Disciplined Investors, L.L.C.
    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 46,835 shares
    Change vs previous 13F +7,529 shares

    0.97% of the 13F portfolio, value $1,241,125.

    13F-HR 0001951757-25-001042 filed by Disciplined Investors, L.L.C.
    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 39,306 shares
    Change vs previous 13F +185 shares

    0.99% of the 13F portfolio, value $1,098,992.

    13F-HR 0001951757-25-000535 filed by Disciplined Investors, L.L.C.
    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 39,121 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,068,002.

    13F-HR 0001951757-25-000247 filed by Disciplined Investors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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