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Disclosery

Eagle Ridge Investment Management: SCHD position timeline

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

Eagle Ridge Investment Management held 112,330 SCHD shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 112,330 shares
    Change vs previous 13F +74,886 shares

    0.27% of the 13F portfolio, value $3,068,866.

    13F-HR 0001062993-25-001116 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 37,444 shares
    Change vs previous 13F -214 shares

    0.28% of the 13F portfolio, value $3,165,173.

    13F-HR 0001062993-24-017890 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 37,658 shares
    Change vs previous 13F -902 shares

    0.27% of the 13F portfolio, value $2,928,315.

    13F-HR 0001062993-24-014046 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 38,560 shares
    Change vs previous 13F -51 shares

    0.29% of the 13F portfolio, value $3,109,123.

    13F-HR 0001062993-24-008539 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 38,611 shares
    Change vs previous 13F +1,876 shares

    0.29% of the 13F portfolio, value $2,939,484.

    13F-HR 0001062993-24-001929 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 36,735 shares
    Change vs previous 13F -3,033 shares

    0.28% of the 13F portfolio, value $2,599,399.

    13F-HR 0001062993-23-019640 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 39,768 shares
    Change vs previous 13F +7,700 shares

    0.3% of the 13F portfolio, value $2,887,984.

    13F-HR 0001062993-23-014973 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 32,068 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,346,127.

    13F-HR 0001062993-23-009249 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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