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Disclosery

Fairscale Capital, LLC: SCHD position timeline

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

Fairscale Capital, LLC held 81,679 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,679 shares
    Change vs previous 13F +3,664 shares

    1.55% of the 13F portfolio, value $2,590,030.

    13F-HR 0002032350-26-000003 filed by Fairscale Capital, LLC
    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 78,015 shares
    Change vs previous 13F +30 shares

    1.66% of the 13F portfolio, value $2,393,511.

    13F-HR 0002032350-26-000002 filed by Fairscale Capital, LLC
    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 77,985 shares
    Change vs previous 13F +4,392 shares

    1.42% of the 13F portfolio, value $2,139,116.

    13F-HR 0002032350-26-000001 filed by Fairscale Capital, LLC
    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 73,593 shares
    Change vs previous 13F +35 shares

    1.38% of the 13F portfolio, value $2,009,091.

    13F-HR 0002032350-25-000006 filed by Fairscale Capital, LLC
    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 73,558 shares
    Change vs previous 13F +8,507 shares

    1.42% of the 13F portfolio, value $1,949,298.

    13F-HR 0002032350-25-000004 filed by Fairscale Capital, LLC
    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 65,051 shares
    Change vs previous 13F +4,740 shares

    1.64% of the 13F portfolio, value $1,818,835.

    13F-HR 0002032350-25-000003 filed by Fairscale Capital, LLC
    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 60,311 shares
    Change vs previous 13F +40,219 shares

    1.42% of the 13F portfolio, value $1,647,687.

    13F-HR 0002032350-25-000001 filed by Fairscale Capital, LLC
    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 20,092 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $1,698,434.

    13F-HR 0002032350-24-000004 filed by Fairscale Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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