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Eagle Capital Management, LLC: SCHD position timeline

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

Eagle Capital Management, LLC held 934,410 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 934,410 shares
    Change vs previous 13F +5,177 shares

    10.12% of the 13F portfolio, value $29,630,000.

    13F-HR 0001600746-26-000003 filed by Eagle Capital 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 929,233 shares
    Change vs previous 13F +2,355 shares

    11.24% of the 13F portfolio, value $28,509,000.

    13F-HR 0001600746-26-000002 filed by Eagle Capital 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 926,878 shares
    Change vs previous 13F +4,735 shares

    9.25% of the 13F portfolio, value $25,424,000.

    13F-HR 0001600746-26-000001 filed by Eagle Capital 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 922,143 shares
    Change vs previous 13F +27,224 shares

    9.52% of the 13F portfolio, value $25,175,000.

    13F-HR 0001600746-25-000007 filed by Eagle Capital 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 894,919 shares
    Change vs previous 13F +30,320 shares

    10.42% of the 13F portfolio, value $23,715,000.

    13F-HR 0001600746-25-000003 filed by Eagle Capital 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 864,599 shares
    Change vs previous 13F +2,234 shares

    10.7% of the 13F portfolio, value $24,174,000.

    13F-HR 0001600746-25-000002 filed by Eagle Capital 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 862,365 shares
    Change vs previous 13F +579,549 shares

    9.5% of the 13F portfolio, value $23,560,000.

    13F-HR 0001600746-25-000001 filed by Eagle Capital 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 282,816 shares
    Change vs previous 13F not available

    9.96% of the 13F portfolio, value $23,906,000.

    13F-HR 0001600746-24-000005 filed by Eagle Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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