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Family Capital Management, Inc.: SCHD position timeline

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

Family Capital Management, Inc. held 229,593 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,593 shares
    Change vs previous 13F -3,011 shares

    2.82% of the 13F portfolio, value $7,280,410.

    13F-HR 0001964344-26-000004 filed by Family Capital Management, 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 232,604 shares
    Change vs previous 13F -185,505 shares

    3.17% of the 13F portfolio, value $7,136,302.

    13F-HR 0001964344-26-000002 filed by Family Capital Management, 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 418,109 shares
    Change vs previous 13F -34,834 shares

    5.09% of the 13F portfolio, value $11,468,729.

    13F-HR 0001964344-26-000001 filed by Family Capital Management, 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 452,943 shares
    Change vs previous 13F -55,573 shares

    5.9% of the 13F portfolio, value $12,365,352.

    13F-HR 0001964344-25-000002 filed by Family Capital Management, 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 508,516 shares
    Change vs previous 13F +8,198 shares

    7.06% of the 13F portfolio, value $13,475,669.

    13F-HR 0001085146-25-004323 filed by Family Capital Management, 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 500,318 shares
    Change vs previous 13F -7,659 shares

    8.63% of the 13F portfolio, value $13,988,888.

    13F-HR 0001085146-25-002475 filed by Family Capital Management, 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 507,977 shares
    Change vs previous 13F +336,626 shares

    8.38% of the 13F portfolio, value $13,877,919.

    13F-HR 0001085146-25-000619 filed by Family Capital Management, Inc.
    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 171,351 shares
    Change vs previous 13F not available

    9.33% of the 13F portfolio, value $14,484,309.

    13F-HR 0001085146-24-005559 filed by Family Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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