Skip to content
Disclosery

EAGLE HARBOR ASSET MANAGEMENT INC /ADV: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EAGLE HARBOR ASSET MANAGEMENT INC /ADV on SCHD, newest first. How the timeline and the estimate are built.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV held 46,666 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,666 shares
    Change vs previous 13F -839 shares

    1.16% of the 13F portfolio, value $1,479,765.

    13F-HR 0001754960-26-000753 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 47,505 shares
    Change vs previous 13F -2,464 shares

    1.25% of the 13F portfolio, value $1,457,447.

    13F-HR 0001754960-26-000752 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 49,969 shares
    Change vs previous 13F -187 shares

    1.14% of the 13F portfolio, value $1,370,658.

    13F-HR 0001754960-26-000751 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 50,156 shares
    Change vs previous 13F +11 shares

    1.2% of the 13F portfolio, value $1,369,259.

    13F-HR 0001754960-26-000750 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 50,145 shares
    Change vs previous 13F +1,042 shares

    1.29% of the 13F portfolio, value $1,328,843.

    13F-HR 0001754960-26-000749 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 49,103 shares
    Change vs previous 13F +2,944 shares

    1.4% of the 13F portfolio, value $1,372,920.

    13F-HR 0001754960-26-000748 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 46,159 shares
    Change vs previous 13F +30,537 shares

    1.27% of the 13F portfolio, value $1,261,064.

    13F-HR 0001754960-26-000745 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 15,622 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,320,528.

    13F-HR 0001754960-26-000744 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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