FormulaFolio Investments, LLC: SCHD position timeline

FormulaFolio Investments, LLC held 13,201 SCHD shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

1. period ended2021-06-30

   13F 13,201 shares

   Change vs previous 13F -620 shares

   0.33% of the 13F portfolio, value $998,000.

   13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
   Filed 2021-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

2. period ended2021-03-31

   13F 13,821 shares

   Change vs previous 13F -122,067 shares

   0.34% of the 13F portfolio, value $1,060,000.

   13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
   Filed 2021-05-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

3. period ended2020-12-31

   13F 135,888 shares

   Change vs previous 13F +2,081 shares

   0.18% of the 13F portfolio, value $8,716,000.

   13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
   Filed 2021-03-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

4. period ended2020-09-30

   13F 133,807 shares

   Change vs previous 13F +30,834 shares

   0.29% of the 13F portfolio, value $7,400,000.

   13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
   Filed 2020-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

5. period ended2020-06-30

   13F 102,973 shares

   Change vs previous 13F +17,085 shares

   0.22% of the 13F portfolio, value $5,329,000.

   13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
   Filed 2020-08-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

6. period ended2020-03-31

   13F 85,888 shares

   Change vs previous 13F -80,190 shares

   0.21% of the 13F portfolio, value $3,863,000.

   13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
   Filed 2020-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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

7. period ended2019-12-31

   13F 166,078 shares

   Change vs previous 13F +153,575 shares

   0.34% of the 13F portfolio, value $9,619,000.

   13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
   Filed 2020-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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

8. period ended2019-09-30

   13F 12,503 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $685,000.

   13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
   Filed 2019-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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