Skip to content
Disclosery

Family Investment Center, Inc.: SCHD position timeline

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

Family Investment Center, Inc. held 224,202 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,202 shares
    Change vs previous 13F -6,092 shares

    1.18% of the 13F portfolio, value $7,109,456.

    13F-HR 0002085853-26-000821 filed by Family Investment Center, 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 230,294 shares
    Change vs previous 13F -1,843 shares

    1.36% of the 13F portfolio, value $7,065,411.

    13F-HR 0002085853-26-000488 filed by Family Investment Center, 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 232,137 shares
    Change vs previous 13F -20,273 shares

    1.29% of the 13F portfolio, value $6,367,514.

    13F-HR 0002085853-26-000073 filed by Family Investment Center, 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 252,410 shares
    Change vs previous 13F -4,225 shares

    1.43% of the 13F portfolio, value $6,890,785.

    13F-HR 0002085853-25-000127 filed by Family Investment Center, 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 256,635 shares
    Change vs previous 13F +11,299 shares

    1.54% of the 13F portfolio, value $6,800,832.

    13F-HR 0001667731-25-000804 filed by Family Investment Center, 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 245,336 shares
    Change vs previous 13F +2,673 shares

    1.68% of the 13F portfolio, value $6,859,606.

    13F-HR 0001667731-25-000510 filed by Family Investment Center, 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 242,663 shares
    Change vs previous 13F +162,117 shares

    1.68% of the 13F portfolio, value $6,629,555.

    13F-HR 0001667731-25-000120 filed by Family Investment Center, 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 80,546 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $6,808,548.

    13F-HR 0001897700-24-000007 filed by Family Investment Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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