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Disclosery

Harfst & Associates, Inc.: SCHD position timeline

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

Harfst & Associates, Inc. held 8,552 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,552 shares
    Change vs previous 13F -475 shares

    0.04% of the 13F portfolio, value $271,184.

    13F-HR 0001172661-26-003005 filed by Harfst & 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 9,027 shares
    Change vs previous 13F +398 shares

    0.05% of the 13F portfolio, value $276,949.

    13F-HR 0001172661-26-001743 filed by Harfst & 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 8,629 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $236,701.

    13F-HR 0001172661-26-000572 filed by Harfst & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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