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Disclosery

Financial Designs Corp: SCHD position timeline

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

Financial Designs Corp held 31,313 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,313 shares
    Change vs previous 13F -94,381 shares

    0.52% of the 13F portfolio, value $1,018,616.

    13F-HR 0001085146-26-000824 filed by Financial Designs Corp
    Accepted , ingested

  2. period ended2026-06-30
    13F 125,694 shares
    Change vs previous 13F +5,175 shares

    2.14% of the 13F portfolio, value $3,985,753.

    13F-HR 0001561383-26-000005 filed by Financial Designs Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 120,519 shares
    Change vs previous 13F +938 shares

    2.06% of the 13F portfolio, value $3,697,523.

    13F-HR 0001561383-26-000003 filed by Financial Designs Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 119,581 shares
    Change vs previous 13F +3,452 shares

    1.86% of the 13F portfolio, value $3,280,107.

    13F-HR 0001561383-26-000002 filed by Financial Designs Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 116,129 shares
    Change vs previous 13F -2,340 shares

    1.8% of the 13F portfolio, value $3,106,451.

    13F-HR 0001561383-25-000005 filed by Financial Designs Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 118,469 shares
    Change vs previous 13F +2,310 shares

    1.92% of the 13F portfolio, value $3,139,429.

    13F-HR 0001085146-25-003893 filed by Financial Designs Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 116,159 shares
    Change vs previous 13F +910 shares

    2.26% of the 13F portfolio, value $3,247,806.

    13F-HR 0001085146-25-002084 filed by Financial Designs Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 115,249 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $3,148,603.

    13F-HR 0001085146-25-000311 filed by Financial Designs Corp
    Filed (acceptance time not in the bulk data set), ingested

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