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First Heartland Consultants, Inc.: SCHD position timeline

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

First Heartland Consultants, Inc. held 159,936 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 159,936 shares
    Change vs previous 13F +20,279 shares

    0.35% of the 13F portfolio, value $5,202,705.

    13F-HR 0001214659-26-012670 filed by First Heartland Consultants, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 139,657 shares
    Change vs previous 13F +5,172 shares

    0.29% of the 13F portfolio, value $4,428,525.

    13F-HR 0001214659-26-008353 filed by First Heartland Consultants, Inc.
    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 134,485 shares
    Change vs previous 13F +8,627 shares

    0.32% of the 13F portfolio, value $4,125,990.

    13F-HR 0001214659-26-004432 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 125,858 shares
    Change vs previous 13F +2,372 shares

    0.26% of the 13F portfolio, value $3,452,271.

    13F-HR 0001214659-26-000326 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 123,486 shares
    Change vs previous 13F -17,092 shares

    0.27% of the 13F portfolio, value $3,371,163.

    13F-HR 0001214659-25-016153 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 140,578 shares
    Change vs previous 13F -24,251 shares

    0.33% of the 13F portfolio, value $3,725,322.

    13F-HR 0001214659-25-012366 filed by First Heartland Consultants, Inc.
    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 164,829 shares
    Change vs previous 13F +68,020 shares

    0.48% of the 13F portfolio, value $4,608,607.

    13F-HR 0001214659-25-007055 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 96,809 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,644,813.

    13F-HR 0001214659-25-002909 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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