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Disclosery

Dorato Capital Management: SCHD position timeline

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

Dorato Capital Management held 234,525 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 234,525 shares
    Change vs previous 13F +22,383 shares

    5.1% of the 13F portfolio, value $7,657,228.

    13F-HR 0002095216-26-000004 filed by Dorato Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 212,142 shares
    Change vs previous 13F +7,072 shares

    4.66% of the 13F portfolio, value $6,873,386.

    13F-HR 0002095216-26-000003 filed by Dorato Capital Management
    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 205,070 shares
    Change vs previous 13F +3,101 shares

    4.67% of the 13F portfolio, value $6,328,460.

    13F-HR 0002095216-26-000002 filed by Dorato Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 201,969 shares
    Change vs previous 13F not available

    4.4% of the 13F portfolio, value $5,865,193.

    13F-HR 0002095216-26-000001 filed by Dorato Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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