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Disclosery

Homrich & Berg: SCHD position timeline

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

Homrich & Berg held 259,792 SCHD shares at 2021-09-30 per its 13F-HR filed 2021-12-08.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 259,792 shares
    Change vs previous 13F +1,048 shares

    0.43% of the 13F portfolio, value $19,287,000.

    13F-HR 0001172661-21-002424 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 258,744 shares
    Change vs previous 13F -1,484 shares

    0.46% of the 13F portfolio, value $19,566,000.

    13F-HR 0001172661-21-001584 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 260,228 shares
    Change vs previous 13F -108 shares

    0.49% of the 13F portfolio, value $18,976,000.

    13F-HR 0001172661-21-001353 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 260,336 shares
    Change vs previous 13F -4,618 shares

    0.47% of the 13F portfolio, value $16,698,000.

    13F-HR 0001172661-21-000801 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 264,954 shares
    Change vs previous 13F +3,584 shares

    0.5% of the 13F portfolio, value $14,652,000.

    13F-HR 0001172661-20-002087 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 261,370 shares
    Change vs previous 13F -4,163 shares

    0.54% of the 13F portfolio, value $13,526,000.

    13F-HR 0001172661-20-001674 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 265,533 shares
    Change vs previous 13F -8,082 shares

    0.68% of the 13F portfolio, value $11,944,000.

    13F-HR 0001172661-20-001163 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 273,615 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $15,848,000.

    13F-HR 0001172661-20-000445 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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