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Disclosery

eCIO, Inc.: SCHD position timeline

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

eCIO, Inc. held 1,064,896 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,064,896 shares
    Change vs previous 13F +47,280 shares

    9.49% of the 13F portfolio, value $33,767,854.

    13F-HR 0001830823-26-000007 filed by eCIO, Inc.
    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 1,017,616 shares
    Change vs previous 13F -70,586 shares

    13.72% of the 13F portfolio, value $31,220,461.

    13F-HR 0001830823-26-000004 filed by eCIO, Inc.
    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 1,088,202 shares
    Change vs previous 13F +108,400 shares

    13.9% of the 13F portfolio, value $29,849,385.

    13F-HR 0001830823-26-000001 filed by eCIO, Inc.
    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 979,802 shares
    Change vs previous 13F +96,848 shares

    9.99% of the 13F portfolio, value $26,748,597.

    13F-HR 0001830823-25-000006 filed by eCIO, Inc.
    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 882,954 shares
    Change vs previous 13F +68,197 shares

    9.87% of the 13F portfolio, value $23,398,294.

    13F-HR 0001830823-25-000003 filed by eCIO, Inc.
    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 814,757 shares
    Change vs previous 13F not available

    7.62% of the 13F portfolio, value $22,780,602.

    13F-HR 0001830823-25-000002 filed by eCIO, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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