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Duncan Williams Asset Management, LLC: SCHD position timeline

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

Duncan Williams Asset Management, LLC held 317,239 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 317,239 shares
    Change vs previous 13F +70,943 shares

    2.27% of the 13F portfolio, value $10,059,650.

    13F-HR 0001765380-26-000224 filed by Duncan Williams Asset Management, 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 246,296 shares
    Change vs previous 13F -39,023 shares

    2.1% of the 13F portfolio, value $7,556,348.

    13F-HR 0001765380-26-000158 filed by Duncan Williams Asset Management, 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 285,319 shares
    Change vs previous 13F -180,791 shares

    2.2% of the 13F portfolio, value $8,847,729.

    13F-HR 0001765380-26-000064 filed by Duncan Williams Asset Management, 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 466,110 shares
    Change vs previous 13F -658,582 shares

    3.58% of the 13F portfolio, value $12,724,804.

    13F-HR 0001765380-25-000483 filed by Duncan Williams Asset Management, 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/A 1,124,692 shares
    Change vs previous 13F +80,085 shares

    9.41% of the 13F portfolio, value $29,804,331.

    13F-HR/A 0001765380-25-000255 filed by Duncan Williams Asset Management, 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 1,044,607 shares
    Change vs previous 13F +96,435 shares

    10.55% of the 13F portfolio, value $29,207,203.

    13F-HR 0001765380-25-000146 filed by Duncan Williams Asset Management, 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 948,172 shares
    Change vs previous 13F +658,082 shares

    10.2% of the 13F portfolio, value $25,904,066.

    13F-HR 0001765380-25-000004 filed by Duncan Williams Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 290,090 shares
    Change vs previous 13F not available

    13.51% of the 13F portfolio, value $24,521,301.

    13F-HR 0001765380-24-000387 filed by Duncan Williams Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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