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Disclosery

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC: SCHD position timeline

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

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC held 560,479 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 560,479 shares
    Change vs previous 13F -10,737 shares

    2.05% of the 13F portfolio, value $17,767,000.

    13F-HR 0001380137-26-000004 filed by HUNTER ASSOCIATES INVESTMENT MANAGEMENT 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 571,216 shares
    Change vs previous 13F -6,124 shares

    2.32% of the 13F portfolio, value $17,517,000.

    13F-HR 0001380137-26-000003 filed by HUNTER ASSOCIATES INVESTMENT MANAGEMENT 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 577,340 shares
    Change vs previous 13F -9,253 shares

    2.12% of the 13F portfolio, value $15,839,000.

    13F-HR 0001380137-26-000001 filed by HUNTER ASSOCIATES INVESTMENT MANAGEMENT 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 586,593 shares
    Change vs previous 13F -77,349 shares

    2.23% of the 13F portfolio, value $16,009,000.

    13F-HR 0001380137-25-000009 filed by HUNTER ASSOCIATES INVESTMENT MANAGEMENT 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 663,942 shares
    Change vs previous 13F -25,302 shares

    2.61% of the 13F portfolio, value $17,577,000.

    13F-HR 0001380137-25-000007 filed by HUNTER ASSOCIATES INVESTMENT MANAGEMENT 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 689,244 shares
    Change vs previous 13F -11,470 shares

    2.97% of the 13F portfolio, value $19,250,000.

    13F-HR 0001380137-25-000003 filed by HUNTER ASSOCIATES INVESTMENT MANAGEMENT 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 700,714 shares
    Change vs previous 13F +493,551 shares

    2.91% of the 13F portfolio, value $19,130,000.

    13F-HR 0001380137-25-000001 filed by HUNTER ASSOCIATES INVESTMENT MANAGEMENT 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 207,163 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $17,524,000.

    13F-HR 0001380137-24-000006 filed by HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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