Forum Private Client Group LLC: SCHD position timeline

Forum Private Client Group LLC held 13,671 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 13,671 shares

   Change vs previous 13F +3,129 shares

   0.13% of the 13F portfolio, value $433,515.

   13F-HR 0001104659-26-094652 filed by Forum Private Client Group LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 10,542 shares

   Change vs previous 13F +2,435 shares

   0.11% of the 13F portfolio, value $323,440.

   13F-HR 0001104659-26-059955 filed by Forum Private Client Group LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 8,107 shares

   Change vs previous 13F -4,154 shares

   0.08% of the 13F portfolio, value $222,375.

   13F-HR 0001104659-26-011360 filed by Forum Private Client Group LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 12,261 shares

   Change vs previous 13F 0 shares

   0.12% of the 13F portfolio, value $334,725.

   13F-HR 0001104659-25-106772 filed by Forum Private Client Group LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 12,261 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $324,917.

   13F-HR 0001104659-25-076755 filed by Forum Private Client Group LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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