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Disclosery

Elite Financial, Inc.: SCHD position timeline

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

Elite Financial, Inc. held 753,185 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 753,185 shares
    Change vs previous 13F +6,304 shares

    9.65% of the 13F portfolio, value $23,883,000.

    13F-HR 0002059349-26-000003 filed by Elite Financial, 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 746,881 shares
    Change vs previous 13F +37,936 shares

    10.27% of the 13F portfolio, value $22,914,000.

    13F-HR 0002059349-26-000002 filed by Elite Financial, 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 708,945 shares
    Change vs previous 13F +500 shares

    8.84% of the 13F portfolio, value $19,446,000.

    13F-HR 0002059349-26-000001 filed by Elite Financial, 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 708,445 shares
    Change vs previous 13F -22,303 shares

    8.69% of the 13F portfolio, value $18,965,000.

    13F-HR 0002059349-25-000005 filed by Elite Financial, 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 730,748 shares
    Change vs previous 13F -659 shares

    9.57% of the 13F portfolio, value $19,445,000.

    13F-HR 0002059349-25-000002 filed by Elite Financial, 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 731,407 shares
    Change vs previous 13F -93,464 shares

    10.81% of the 13F portfolio, value $20,450,000.

    13F-HR 0002057074-25-000003 filed by Elite Financial, Inc.
    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 824,871 shares
    Change vs previous 13F not available

    12.21% of the 13F portfolio, value $22,535,000.

    13F-HR 0002059349-25-000001 filed by Elite Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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