Skip to content
Disclosery

FourThought Financial Partners, LLC: SCHD position timeline

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

FourThought Financial Partners, LLC held 199,899 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 199,899 shares
    Change vs previous 13F +17,584 shares

    0.49% of the 13F portfolio, value $6,338,800.

    13F-HR 0001765380-26-000356 filed by FourThought Financial Partners, 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 182,315 shares
    Change vs previous 13F -116,046 shares

    0.48% of the 13F portfolio, value $5,593,433.

    13F-HR 0001765380-26-000183 filed by FourThought Financial Partners, 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 298,361 shares
    Change vs previous 13F +232,934 shares

    0.69% of the 13F portfolio, value $8,184,049.

    13F-HR 0001765380-26-000071 filed by FourThought Financial Partners, 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 65,427 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,786,157.

    13F-HR 0001765380-25-000495 filed by FourThought Financial Partners, 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 65,427 shares
    Change vs previous 13F +28,170 shares

    0.17% of the 13F portfolio, value $1,733,816.

    13F-HR 0001765380-25-000355 filed by FourThought Financial Partners, 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 37,257 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,041,706.

    13F-HR 0001765380-25-000174 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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