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Financial Insights, Inc.: SCHD position timeline

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

Financial Insights, Inc. held 965,398 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 965,398 shares
    Change vs previous 13F +24,348 shares

    8.06% of the 13F portfolio, value $30,612,765.

    13F-HR 0001642058-26-000005 filed by Financial Insights, 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 941,050 shares
    Change vs previous 13F +31,377 shares

    9.36% of the 13F portfolio, value $28,871,429.

    13F-HR 0001642058-26-000004 filed by Financial Insights, 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 909,673 shares
    Change vs previous 13F +6,165 shares

    8.36% of the 13F portfolio, value $24,952,336.

    13F-HR 0001085146-26-000292 filed by Financial Insights, 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 903,508 shares
    Change vs previous 13F -5,475 shares

    8.17% of the 13F portfolio, value $24,665,774.

    13F-HR 0001085146-26-000291 filed by Financial Insights, 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 908,983 shares
    Change vs previous 13F -15,360 shares

    8.8% of the 13F portfolio, value $24,088,042.

    13F-HR 0001085146-25-004028 filed by Financial Insights, 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 924,343 shares
    Change vs previous 13F +39,636 shares

    10.29% of the 13F portfolio, value $25,844,619.

    13F-HR 0001085146-25-002342 filed by Financial Insights, 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 884,707 shares
    Change vs previous 13F +602,982 shares

    8.97% of the 13F portfolio, value $24,170,186.

    13F-HR 0001085146-25-001806 filed by Financial Insights, 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 281,725 shares
    Change vs previous 13F not available

    7.52% of the 13F portfolio, value $23,814,253.

    13F-HR 0001085146-24-005052 filed by Financial Insights, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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