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Disclosery

Frisch Financial Group, Inc.: SCHD position timeline

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

Frisch Financial Group, Inc. held 12,806 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,806 shares
    Change vs previous 13F -1,449 shares

    0.07% of the 13F portfolio, value $406,089.

    13F-HR 0001767730-26-000004 filed by Frisch Financial Group, Inc.
    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 14,255 shares
    Change vs previous 13F +2,554 shares

    0.09% of the 13F portfolio, value $437,340.

    13F-HR 0001767730-26-000003 filed by Frisch Financial Group, Inc.
    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 11,701 shares
    Change vs previous 13F +64 shares

    0.07% of the 13F portfolio, value $320,954.

    13F-HR 0001767730-26-000001 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,637 shares
    Change vs previous 13F +61 shares

    0.07% of the 13F portfolio, value $317,685.

    13F-HR 0001767730-25-000007 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,576 shares
    Change vs previous 13F +1,168 shares

    0.08% of the 13F portfolio, value $307,000.

    13F-HR 0001767730-25-000005 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,408 shares
    Change vs previous 13F +267 shares

    0.08% of the 13F portfolio, value $291,000.

    13F-HR 0001767730-25-000004 filed by Frisch Financial Group, Inc.
    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 10,141 shares
    Change vs previous 13F +6,624 shares

    0.08% of the 13F portfolio, value $277,000.

    13F-HR 0001767730-25-000001 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,517 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $297,000.

    13F-HR 0001767730-24-000005 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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