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Disclosery

Financial Management, Inc.: SCHD position timeline

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

Financial Management, Inc. held 18,115 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,115 shares
    Change vs previous 13F +142 shares

    0.47% of the 13F portfolio, value $574,429.

    13F-HR 0002143070-26-000003 filed by Financial 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 17,973 shares
    Change vs previous 13F -24,362 shares

    0.52% of the 13F portfolio, value $551,410.

    13F-HR 0002143070-26-000002 filed by Financial 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 42,335 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,161,246.

    13F-HR 0002143070-26-000001 filed by Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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