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Disclosery

EHRLICH FINANCIAL GROUP: SCHD position timeline

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

EHRLICH FINANCIAL GROUP held 51,142 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,142 shares
    Change vs previous 13F +4,582 shares

    0.83% of the 13F portfolio, value $1,621,722.

    13F-HR 0001951757-26-000935 filed by EHRLICH FINANCIAL GROUP
    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 46,560 shares
    Change vs previous 13F +136 shares

    0.82% of the 13F portfolio, value $1,428,452.

    13F-HR 0001951757-26-000551 filed by EHRLICH FINANCIAL GROUP
    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 46,424 shares
    Change vs previous 13F -6,302 shares

    0.72% of the 13F portfolio, value $1,273,402.

    13F-HR 0001951757-26-000007 filed by EHRLICH FINANCIAL GROUP
    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 52,726 shares
    Change vs previous 13F -881 shares

    0.85% of the 13F portfolio, value $1,439,431.

    13F-HR 0001951757-25-001155 filed by EHRLICH FINANCIAL GROUP
    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 53,607 shares
    Change vs previous 13F +4,143 shares

    0.92% of the 13F portfolio, value $1,420,595.

    13F-HR 0001951757-25-000580 filed by EHRLICH FINANCIAL GROUP
    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 49,464 shares
    Change vs previous 13F -2,096 shares

    1.01% of the 13F portfolio, value $1,383,020.

    13F-HR 0001951757-25-000330 filed by EHRLICH FINANCIAL GROUP
    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 51,560 shares
    Change vs previous 13F +36,377 shares

    1% of the 13F portfolio, value $1,408,622.

    13F-HR 0001951757-25-000006 filed by EHRLICH FINANCIAL GROUP
    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 15,183 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,283,395.

    13F-HR 0001951757-24-000979 filed by EHRLICH FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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