Skip to content
Disclosery

Fairway Financial, LLC: SCHD position timeline

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

Fairway Financial, LLC held 380,828 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 380,828 shares
    Change vs previous 13F +3,891 shares

    8.26% of the 13F portfolio, value $12,076,061.

    13F-HR 0001921009-26-000004 filed by Fairway Financial, 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 376,937 shares
    Change vs previous 13F -1,635 shares

    8.79% of the 13F portfolio, value $11,564,422.

    13F-HR 0001921009-26-000003 filed by Fairway Financial, 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 378,572 shares
    Change vs previous 13F +16,945 shares

    7.84% of the 13F portfolio, value $10,384,233.

    13F-HR 0001921009-26-000001 filed by Fairway Financial, 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 361,627 shares
    Change vs previous 13F +9,221 shares

    7.78% of the 13F portfolio, value $9,872,420.

    13F-HR 0001921009-25-000003 filed by Fairway Financial, 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 352,406 shares
    Change vs previous 13F +13,802 shares

    7.9% of the 13F portfolio, value $9,338,767.

    13F-HR 0001085146-25-004568 filed by Fairway Financial, 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 338,604 shares
    Change vs previous 13F +6,182 shares

    8.59% of the 13F portfolio, value $9,467,375.

    13F-HR 0001085146-25-002424 filed by Fairway Financial, 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 332,422 shares
    Change vs previous 13F not available

    8.29% of the 13F portfolio, value $9,081,772.

    13F-HR 0001085146-25-000705 filed by Fairway Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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