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Disclosery

Global Financial Private Client, LLC: SCHD position timeline

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

Global Financial Private Client, LLC held 185,729 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 185,729 shares
    Change vs previous 13F +831 shares

    1.6% of the 13F portfolio, value $5,889,463.

    13F-HR 0002085853-26-000779 filed by Global Financial Private Client, 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 184,898 shares
    Change vs previous 13F -114 shares

    1.86% of the 13F portfolio, value $5,672,672.

    13F-HR 0002085853-26-000422 filed by Global Financial Private Client, 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 185,012 shares
    Change vs previous 13F -14,486 shares

    1.78% of the 13F portfolio, value $5,074,877.

    13F-HR 0002085853-26-000092 filed by Global Financial Private Client, 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 199,498 shares
    Change vs previous 13F -90,851 shares

    1.94% of the 13F portfolio, value $5,446,291.

    13F-HR 0002085853-25-000123 filed by Global Financial Private Client, 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 290,349 shares
    Change vs previous 13F +590 shares

    2.89% of the 13F portfolio, value $7,694,246.

    13F-HR 0001667731-25-000773 filed by Global Financial Private Client, 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 289,759 shares
    Change vs previous 13F -560 shares

    3.09% of the 13F portfolio, value $8,101,668.

    13F-HR 0002023568-25-000002 filed by Global Financial Private Client, 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 290,319 shares
    Change vs previous 13F +193,204 shares

    2.97% of the 13F portfolio, value $7,931,531.

    13F-HR 0002023568-25-000001 filed by Global Financial Private Client, 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 97,115 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $8,209,198.

    13F-HR 0002023568-24-000027 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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