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HAMEL ASSOCIATES, INC.: SCHD position timeline

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

HAMEL ASSOCIATES, INC. held 47,995 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,995 shares
    Change vs previous 13F -18,651 shares

    0.42% of the 13F portfolio, value $1,521,921.

    13F-HR 0001420506-26-001295 filed by HAMEL ASSOCIATES, INC.
    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 66,646 shares
    Change vs previous 13F -3,482 shares

    0.58% of the 13F portfolio, value $2,044,699.

    13F-HR 0001420506-26-000833 filed by HAMEL ASSOCIATES, INC.
    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 70,128 shares
    Change vs previous 13F -30,402 shares

    0.58% of the 13F portfolio, value $1,923,611.

    13F-HR 0001420506-26-000284 filed by HAMEL ASSOCIATES, INC.
    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 100,530 shares
    Change vs previous 13F -11,923 shares

    0.84% of the 13F portfolio, value $2,744,469.

    13F-HR 0001420506-25-003104 filed by HAMEL ASSOCIATES, INC.
    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 112,453 shares
    Change vs previous 13F -10,549 shares

    1.01% of the 13F portfolio, value $2,980,005.

    13F-HR 0001420506-25-001904 filed by HAMEL ASSOCIATES, INC.
    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 123,002 shares
    Change vs previous 13F -40,119 shares

    1.17% of the 13F portfolio, value $3,439,136.

    13F-HR 0001420506-25-000892 filed by HAMEL ASSOCIATES, INC.
    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 163,121 shares
    Change vs previous 13F +124,908 shares

    1.43% of the 13F portfolio, value $4,456,466.

    13F-HR 0001420506-25-000151 filed by HAMEL ASSOCIATES, INC.
    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 38,213 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $3,230,145.

    13F-HR 0001420506-24-002216 filed by HAMEL ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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