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FINANCIAL CONSULATE, INC: SCHD position timeline

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

FINANCIAL CONSULATE, INC held 426,828 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 426,828 shares
    Change vs previous 13F +13,299 shares

    1.51% of the 13F portfolio, value $13,534,702.

    13F-HR 0001624510-26-000004 filed by FINANCIAL CONSULATE, 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 413,529 shares
    Change vs previous 13F -381,373 shares

    1.58% of the 13F portfolio, value $12,687,065.

    13F-HR 0001624510-26-000003 filed by FINANCIAL CONSULATE, 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 794,902 shares
    Change vs previous 13F +6,831 shares

    2.98% of the 13F portfolio, value $21,804,152.

    13F-HR 0001624510-26-000001 filed by FINANCIAL CONSULATE, 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 788,071 shares
    Change vs previous 13F -11,401 shares

    3.04% of the 13F portfolio, value $21,514,350.

    13F-HR 0001624510-25-000009 filed by FINANCIAL CONSULATE, 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 799,472 shares
    Change vs previous 13F +20,423 shares

    4.18% of the 13F portfolio, value $21,186,010.

    13F-HR 0001624510-25-000006 filed by FINANCIAL CONSULATE, 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 779,049 shares
    Change vs previous 13F +2,436 shares

    5.5% of the 13F portfolio, value $21,782,222.

    13F-HR 0001624510-25-000005 filed by FINANCIAL CONSULATE, 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 776,613 shares
    Change vs previous 13F +515,889 shares

    5.63% of the 13F portfolio, value $21,217,074.

    13F-HR 0001624510-25-000002 filed by FINANCIAL CONSULATE, 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 260,724 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $22,039,019.

    13F-HR 0001624510-24-000008 filed by FINANCIAL CONSULATE, INC
    Filed (acceptance time not in the bulk data set), ingested

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