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Disclosery

Horizon Investments, LLC: SCHD position timeline

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

Horizon Investments, LLC held 140,913 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,913 shares
    Change vs previous 13F -129,301 shares

    0.05% of the 13F portfolio, value $4,468,351.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, 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 270,214 shares
    Change vs previous 13F +139,450 shares

    0.09% of the 13F portfolio, value $8,290,166.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, 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 130,764 shares
    Change vs previous 13F -224,118 shares

    0.05% of the 13F portfolio, value $3,586,857.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, 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 354,882 shares
    Change vs previous 13F -551,241 shares

    0.13% of the 13F portfolio, value $9,688,279.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, 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 906,123 shares
    Change vs previous 13F -205,291 shares

    0.38% of the 13F portfolio, value $24,012,260.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, 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 1,111,414 shares
    Change vs previous 13F -25,190 shares

    0.93% of the 13F portfolio, value $31,075,136.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, 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 1,136,604 shares
    Change vs previous 13F +774,735 shares

    0.89% of the 13F portfolio, value $31,052,021.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, 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 361,869 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $10,197,469.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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