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Disclosery

Fortis Capital Management LLC: SCHD position timeline

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

Fortis Capital Management LLC held 135,858 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,858 shares
    Change vs previous 13F +7,389 shares

    0.48% of the 13F portfolio, value $4,308,057.

    13F-HR 0001398344-26-014252 filed by Fortis Capital Management LLC
    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 128,469 shares
    Change vs previous 13F +17,576 shares

    0.53% of the 13F portfolio, value $3,941,423.

    13F-HR 0001398344-26-008947 filed by Fortis Capital Management LLC
    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 110,893 shares
    Change vs previous 13F +6,281 shares

    0.4% of the 13F portfolio, value $3,041,803.

    13F-HR 0001398344-26-003165 filed by Fortis Capital Management LLC
    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 104,612 shares
    Change vs previous 13F +4,534 shares

    0.4% of the 13F portfolio, value $2,855,911.

    13F-HR 0001398344-25-020599 filed by Fortis Capital Management LLC
    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 100,078 shares
    Change vs previous 13F -6,347 shares

    0.41% of the 13F portfolio, value $2,652,077.

    13F-HR 0001398344-25-015085 filed by Fortis Capital Management LLC
    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 106,425 shares
    Change vs previous 13F +2,370 shares

    0.58% of the 13F portfolio, value $2,975,651.

    13F-HR 0001398344-25-009073 filed by Fortis Capital Management LLC
    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 104,055 shares
    Change vs previous 13F +71,675 shares

    0.53% of the 13F portfolio, value $2,842,778.

    13F-HR 0001398344-25-002414 filed by Fortis Capital Management LLC
    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 32,380 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,737,045.

    13F-HR 0001398344-24-020028 filed by Fortis Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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