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Disclosery

Full Sail Capital, LLC: SCHD position timeline

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

Full Sail Capital, LLC held 32,448 SCHD shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 32,448 shares
    Change vs previous 13F +506 shares

    0.05% of the 13F portfolio, value $885,828.

    13F-HR 0001757617-25-000003 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 31,942 shares
    Change vs previous 13F -2,261 shares

    0.05% of the 13F portfolio, value $846,453.

    13F-HR 0001765380-25-000376 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 34,203 shares
    Change vs previous 13F +12,575 shares

    0.06% of the 13F portfolio, value $956,320.

    13F-HR 0001765380-25-000233 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 21,628 shares
    Change vs previous 13F +14,021 shares

    0.04% of the 13F portfolio, value $590,877.

    13F-HR 0001765380-25-000105 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 7,607 shares
    Change vs previous 13F -191 shares

    0.04% of the 13F portfolio, value $643,020.

    13F-HR 0001765380-24-000453 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 7,798 shares
    Change vs previous 13F -284 shares

    0.04% of the 13F portfolio, value $606,372.

    13F-HR 0001765380-24-000363 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 8,082 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $651,652.

    13F-HR 0001765380-24-000223 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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