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Disclosery

DT Investment Partners, LLC: SCHD position timeline

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

DT Investment Partners, LLC held 255,473 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 255,473 shares
    Change vs previous 13F -16,142 shares

    0.6% of the 13F portfolio, value $8,101,049.

    13F-HR 0001537621-26-000007 filed by DT Investment Partners, 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 271,615 shares
    Change vs previous 13F +1,100 shares

    0.69% of the 13F portfolio, value $8,333,149.

    13F-HR 0001537621-26-000005 filed by DT Investment Partners, 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 270,515 shares
    Change vs previous 13F -9,515 shares

    0.61% of the 13F portfolio, value $7,420,227.

    13F-HR 0001537621-26-000002 filed by DT Investment Partners, 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 280,030 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $7,644,820.

    13F-HR 0001193125-25-245791 filed by DT Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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