Grant/GrossMendelsohn, LLC: SCHD position timeline

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

Grant/GrossMendelsohn, LLC held 0 SCHD shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

period ended2025-03-31
13F 0 shares
Change vs previous 13F -18,426 shares
13F-HR 0001214659-25-006735 filed by Grant/GrossMendelsohn, LLC
Filed 2025-05-01 (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).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 18,426 shares
Change vs previous 13F +12,951 shares
0.26% of the 13F portfolio, value $503,411.
13F-HR 0001214659-25-000598 filed by Grant/GrossMendelsohn, LLC
Filed 2025-01-15 (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).
period ended2024-09-30
13F 5,475 shares
Change vs previous 13F +142 shares
0.2% of the 13F portfolio, value $462,836.
13F-HR 0001214659-24-017513 filed by Grant/GrossMendelsohn, LLC
Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 5,333 shares
Change vs previous 13F +452 shares
0.19% of the 13F portfolio, value $419,083.
13F-HR 0001214659-24-012765 filed by Grant/GrossMendelsohn, LLC
Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 4,881 shares
Change vs previous 13F not available
0.18% of the 13F portfolio, value $388,275.
13F-HR 0001214659-24-007533 filed by Grant/GrossMendelsohn, LLC
Filed 2024-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).