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Disclosery

Ellenbecker Investment Group: SCHD position timeline

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

Ellenbecker Investment Group held 106,722 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 106,722 shares
    Change vs previous 13F -2,072 shares

    0.39% of the 13F portfolio, value $3,384,180.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment 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 108,794 shares
    Change vs previous 13F +507 shares

    0.45% of the 13F portfolio, value $3,337,823.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment 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 108,287 shares
    Change vs previous 13F -7,494 shares

    0.42% of the 13F portfolio, value $2,970,327.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment 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 115,781 shares
    Change vs previous 13F -7,599 shares

    0.47% of the 13F portfolio, value $3,160,840.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment 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 123,380 shares
    Change vs previous 13F -6,883 shares

    0.53% of the 13F portfolio, value $3,269,590.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment 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 130,263 shares
    Change vs previous 13F +1,459 shares

    0.65% of the 13F portfolio, value $3,642,178.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment 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 128,804 shares
    Change vs previous 13F +89,222 shares

    0.63% of the 13F portfolio, value $3,518,936.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment 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 39,582 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,345,873.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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