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Disclosery

Eagle Strategies LLC: SCHD position timeline

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

Eagle Strategies LLC held 219,853 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219,853 shares
    Change vs previous 13F +15,972 shares

    0.69% of the 13F portfolio, value $6,971,526.

    13F-HR 0001907666-26-000004 filed by Eagle Strategies 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 203,881 shares
    Change vs previous 13F +13,037 shares

    0.75% of the 13F portfolio, value $6,255,059.

    13F-HR 0001907666-26-000003 filed by Eagle Strategies 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 190,844 shares
    Change vs previous 13F +3,219 shares

    0.67% of the 13F portfolio, value $5,234,842.

    13F-HR 0001907666-26-000001 filed by Eagle Strategies 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 187,625 shares
    Change vs previous 13F -346,592 shares

    0.69% of the 13F portfolio, value $5,122,174.

    13F-HR 0001907666-25-000003 filed by Eagle Strategies 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 534,217 shares
    Change vs previous 13F +21,068 shares

    2.16% of the 13F portfolio, value $14,156,759.

    13F-HR 0001085146-25-004082 filed by Eagle Strategies 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 513,149 shares
    Change vs previous 13F +25,999 shares

    2.49% of the 13F portfolio, value $14,347,632.

    13F-HR 0001085146-25-002239 filed by Eagle Strategies 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 487,150 shares
    Change vs previous 13F +343,209 shares

    2.3% of the 13F portfolio, value $13,308,948.

    13F-HR 0001085146-25-001715 filed by Eagle Strategies 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 143,941 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $12,167,310.

    13F-HR 0001085146-24-005165 filed by Eagle Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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