Skip to content
Disclosery

HUB Investment Partners, LLC: SCHD position timeline

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

HUB Investment Partners, LLC held 97,882 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 97,882 shares
    Change vs previous 13F +28,061 shares

    0.06% of the 13F portfolio, value $3,103,831.

    13F-HR 0001172661-26-002986 filed by HUB Investment Partners, 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 69,821 shares
    Change vs previous 13F -2,972 shares

    0.05% of the 13F portfolio, value $2,142,101.

    13F-HR 0001172661-26-002189 filed by HUB Investment Partners, 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 72,793 shares
    Change vs previous 13F +13,069 shares

    0.05% of the 13F portfolio, value $1,996,723.

    13F-HR 0001172661-26-001003 filed by HUB Investment Partners, 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 59,724 shares
    Change vs previous 13F -3,902 shares

    0.06% of the 13F portfolio, value $1,630,477.

    13F-HR 0001172661-25-004693 filed by HUB Investment Partners, 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 63,626 shares
    Change vs previous 13F +20,171 shares

    0.06% of the 13F portfolio, value $1,686,093.

    13F-HR 0001172661-25-003409 filed by HUB Investment Partners, 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 43,455 shares
    Change vs previous 13F +7,063 shares

    0.05% of the 13F portfolio, value $1,215,011.

    13F-HR 0001172661-25-002166 filed by HUB Investment Partners, 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 36,392 shares
    Change vs previous 13F +23,898 shares

    0.04% of the 13F portfolio, value $994,241.

    13F-HR 0001172661-25-000639 filed by HUB Investment Partners, 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 12,494 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,056,078.

    13F-HR 0001172661-24-004804 filed by HUB Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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