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Disclosery

DMKC Advisory Services, LLC: SCHD position timeline

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

DMKC Advisory Services, LLC held 468,762 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 468,762 shares
    Change vs previous 13F +114,375 shares

    2.81% of the 13F portfolio, value $14,864,435.

    13F-HR 0001901337-26-000006 filed by DMKC Advisory Services, 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 354,387 shares
    Change vs previous 13F +51,788 shares

    4.53% of the 13F portfolio, value $10,872,597.

    13F-HR 0001901337-26-000003 filed by DMKC Advisory Services, 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 302,599 shares
    Change vs previous 13F +82,919 shares

    3.64% of the 13F portfolio, value $8,300,291.

    13F-HR 0001901337-26-000001 filed by DMKC Advisory Services, 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 219,680 shares
    Change vs previous 13F +20,989 shares

    3.04% of the 13F portfolio, value $5,997,251.

    13F-HR 0001901337-25-000002 filed by DMKC Advisory Services, 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 198,691 shares
    Change vs previous 13F +46,216 shares

    2.82% of the 13F portfolio, value $5,392,474.

    13F-HR 0001085146-25-003980 filed by DMKC Advisory Services, 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 152,475 shares
    Change vs previous 13F +9,086 shares

    3.84% of the 13F portfolio, value $4,263,211.

    13F-HR 0001085146-25-002214 filed by DMKC Advisory Services, 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 143,389 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $3,917,385.

    13F-HR 0001085146-25-000783 filed by DMKC Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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