Skip to content
Disclosery

Financial Perspectives, Inc: SCHD position timeline

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

Financial Perspectives, Inc held 96,608 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,608 shares
    Change vs previous 13F +16,455 shares

    0.75% of the 13F portfolio, value $3,063,433.

    13F-HR 0002003287-26-000003 filed by Financial Perspectives, 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 80,153 shares
    Change vs previous 13F +13,589 shares

    0.69% of the 13F portfolio, value $2,459,080.

    13F-HR 0002003287-26-000002 filed by Financial Perspectives, 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 66,564 shares
    Change vs previous 13F +317 shares

    0.49% of the 13F portfolio, value $1,825,841.

    13F-HR 0002003287-26-000001 filed by Financial Perspectives, 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 66,247 shares
    Change vs previous 13F +11,990 shares

    0.5% of the 13F portfolio, value $1,808,534.

    13F-HR 0002003287-25-000006 filed by Financial Perspectives, 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 54,257 shares
    Change vs previous 13F +26,072 shares

    0.43% of the 13F portfolio, value $1,437,816.

    13F-HR 0002003287-25-000004 filed by Financial Perspectives, 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 28,185 shares
    Change vs previous 13F +1,936 shares

    0.27% of the 13F portfolio, value $788,065.

    13F-HR 0002003287-25-000003 filed by Financial Perspectives, 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 26,249 shares
    Change vs previous 13F +19,540 shares

    0.24% of the 13F portfolio, value $717,135.

    13F-HR 0002003287-25-000001 filed by Financial Perspectives, 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 6,709 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $567,108.

    13F-HR 0002003287-24-000021 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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