Edge Capital Group, LLC: SCHD position timeline

Edge Capital Group, LLC held 331,969 SCHD shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 331,969 shares

   Change vs previous 13F +221,697 shares

   0.46% of the 13F portfolio, value $9,069,393.

   13F-HR 0001765380-25-000038 filed by Edge Capital Group, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 110,272 shares

   Change vs previous 13F +7,882 shares

   0.41% of the 13F portfolio, value $9,321,292.

   13F-HR 0001765380-24-000438 filed by Edge Capital Group, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 102,390 shares

   Change vs previous 13F +694 shares

   0.39% of the 13F portfolio, value $7,961,846.

   13F-HR 0001765380-24-000332 filed by Edge Capital Group, LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 101,696 shares

   Change vs previous 13F +15,100 shares

   0.41% of the 13F portfolio, value $8,199,748.

   13F-HR 0001765380-24-000211 filed by Edge Capital Group, LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 86,596 shares

   Change vs previous 13F +12,720 shares

   0.37% of the 13F portfolio, value $6,592,553.

   13F-HR 0001765380-24-000102 filed by Edge Capital Group, LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 73,876 shares

   Change vs previous 13F +29,900 shares

   0.34% of the 13F portfolio, value $5,227,466.

   13F-HR 0001765380-23-000232 filed by Edge Capital Group, LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 43,976 shares

   Change vs previous 13F +27,285 shares

   0.18% of the 13F portfolio, value $3,193,537.

   13F-HR 0001765380-23-000154 filed by Edge Capital Group, LLC
   Filed 2023-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

8. period ended2023-03-31

   13F 16,691 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $1,221,114.

   13F-HR 0001765380-23-000091 filed by Edge Capital Group, LLC
   Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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