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Galvin, Gaustad & Stein, LLC: SCHD position timeline

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

Galvin, Gaustad & Stein, LLC held 52,207 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 52,207 shares
    Change vs previous 13F +4,372 shares

    0.13% of the 13F portfolio, value $1,698,296.

    13F-HR 0001172661-26-004437 filed by Galvin, Gaustad & Stein, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 47,835 shares
    Change vs previous 13F -76 shares

    0.11% of the 13F portfolio, value $1,516,861.

    13F-HR 0001172661-26-002918 filed by Galvin, Gaustad & Stein, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 47,911 shares
    Change vs previous 13F +9,281 shares

    0.12% of the 13F portfolio, value $1,469,910.

    13F-HR 0001172661-26-001932 filed by Galvin, Gaustad & Stein, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 38,630 shares
    Change vs previous 13F -11,220 shares

    0.08% of the 13F portfolio, value $1,059,627.

    13F-HR 0001172661-26-000291 filed by Galvin, Gaustad & Stein, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 49,850 shares
    Change vs previous 13F +3,860 shares

    0.11% of the 13F portfolio, value $1,360,905.

    13F-HR 0001172661-25-004383 filed by Galvin, Gaustad & Stein, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 45,990 shares
    Change vs previous 13F -10,160 shares

    0.11% of the 13F portfolio, value $1,218,731.

    13F-HR 0001172661-25-002700 filed by Galvin, Gaustad & Stein, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 56,150 shares
    Change vs previous 13F +2,663 shares

    0.14% of the 13F portfolio, value $1,569,965.

    13F-HR 0001172661-25-001611 filed by Galvin, Gaustad & Stein, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 53,487 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,461,253.

    13F-HR 0001172661-25-000260 filed by Galvin, Gaustad & Stein, LLC
    Filed (acceptance time not in the bulk data set), ingested

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