DOWLING & YAHNKE LLC: SCHD position timeline

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

DOWLING & YAHNKE LLC held 4,267 SCHD shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

period ended2022-09-30
13F 4,267 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $283,000.
13F-HR 0001133197-22-000006 filed by DOWLING & YAHNKE LLC
Filed 2022-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 4,267 shares
Change vs previous 13F +1 shares
0.01% of the 13F portfolio, value $306,000.
13F-HR 0001133197-22-000005 filed by DOWLING & YAHNKE LLC
Filed 2022-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 4,266 shares
Change vs previous 13F +500 shares
0.01% of the 13F portfolio, value $337,000.
13F-HR 0001133197-22-000004 filed by DOWLING & YAHNKE LLC
Filed 2022-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 3,766 shares
Change vs previous 13F +853 shares
0.01% of the 13F portfolio, value $304,000.
13F-HR 0001133197-22-000002 filed by DOWLING & YAHNKE LLC
Filed 2022-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 2,913 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $216,000.
13F-HR 0001133197-21-000006 filed by DOWLING & YAHNKE LLC
Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 2,913 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $220,000.
13F-HR 0001133197-21-000004 filed by DOWLING & YAHNKE LLC
Filed 2021-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).