FSA Investment Group, LLC: SCHD position timeline

FSA Investment Group, LLC held 6,178 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 6,178 shares

   Change vs previous 13F +6,178 shares

   0.06% of the 13F portfolio, value $200,979.

   13F-HR 0002085853-26-001101 filed by FSA Investment Group, LLC
   Accepted 2026-10-07 12:41:50 UTC, ingested 2026-10-07 12:42:29 UTC

2. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -6,858 shares

   13F-HR 0002085853-26-000764 filed by FSA Investment Group, LLC
   Filed 2026-07-20 (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).

   Exited: the 13F for this period no longer lists the position.

3. period ended2026-03-31

   13F 6,858 shares

   Change vs previous 13F -7,706 shares

   0.08% of the 13F portfolio, value $210,416.

   13F-HR 0002085853-26-000453 filed by FSA Investment Group, LLC
   Filed 2026-04-22 (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).

4. period ended2025-12-31

   13F 14,564 shares

   Change vs previous 13F -10,469 shares

   0.24% of the 13F portfolio, value $399,484.

   13F-HR 0002085853-26-000030 filed by FSA Investment Group, LLC
   Filed 2026-01-13 (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).

5. period ended2025-09-30

   13F 25,033 shares

   Change vs previous 13F +237 shares

   0.43% of the 13F portfolio, value $689,149.

   13F-HR 0002085853-25-000191 filed by FSA Investment Group, LLC
   Filed 2025-10-30 (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).

6. period ended2025-06-30

   13F 24,796 shares

   Change vs previous 13F +363 shares

   0.49% of the 13F portfolio, value $657,098.

   13F-HR 0001667731-25-001019 filed by FSA Investment Group, LLC
   Filed 2025-07-31 (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).

7. period ended2025-03-31

   13F 24,433 shares

   Change vs previous 13F +216 shares

   0.58% of the 13F portfolio, value $683,142.

   13F-HR 0001667731-25-000403 filed by FSA Investment Group, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 24,217 shares

   Change vs previous 13F not available

   0.58% of the 13F portfolio, value $666,438.

   13F-HR 0001667731-25-000102 filed by FSA Investment Group, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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