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Disclosery

Fusion Capital, LLC: SCHD position timeline

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

Fusion Capital, LLC held 32,397 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,397 shares
    Change vs previous 13F +1,125 shares

    0.24% of the 13F portfolio, value $1,027,308.

    13F-HR 0001104659-26-091052 filed by Fusion 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 ended2026-03-31
    13F 31,272 shares
    Change vs previous 13F +2,644 shares

    0.26% of the 13F portfolio, value $959,422.

    13F-HR 0001104659-26-060085 filed by Fusion 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 ended2025-12-31
    13F 28,628 shares
    Change vs previous 13F +835 shares

    0.22% of the 13F portfolio, value $785,273.

    13F-HR 0001104659-26-010106 filed by Fusion 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 ended2025-09-30
    13F 27,793 shares
    Change vs previous 13F +4,013 shares

    0.22% of the 13F portfolio, value $743,469.

    13F-HR 0001104659-25-106767 filed by Fusion 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 ended2025-06-30
    13F 23,780 shares
    Change vs previous 13F -478 shares

    0.22% of the 13F portfolio, value $630,165.

    13F-HR 0001104659-25-075642 filed by Fusion 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 ended2025-03-31
    13F 24,258 shares
    Change vs previous 13F -2,031 shares

    0.26% of the 13F portfolio, value $678,263.

    13F-HR 0001104659-25-049192 filed by Fusion 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 ended2024-12-31
    13F 26,289 shares
    Change vs previous 13F +16,656 shares

    0.29% of the 13F portfolio, value $718,226.

    13F-HR 0001104659-25-009449 filed by Fusion Capital, LLC
    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 9,633 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $814,280.

    13F-HR 0001104659-24-116505 filed by Fusion Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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