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Disclosery

IEQ CAPITAL, LLC: SCHD position timeline

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

IEQ CAPITAL, LLC held 273,905 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 273,905 shares
    Change vs previous 13F -3,283 shares

    0.04% of the 13F portfolio, value $8,685,525.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 277,188 shares
    Change vs previous 13F -2,409 shares

    0.04% of the 13F portfolio, value $8,504,135.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 279,597 shares
    Change vs previous 13F -1,365 shares

    0.02% of the 13F portfolio, value $7,669,360.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 280,962 shares
    Change vs previous 13F +52,440 shares

    0.02% of the 13F portfolio, value $7,670,276.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 228,522 shares
    Change vs previous 13F +4,165 shares

    0.04% of the 13F portfolio, value $6,055,816.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 224,357 shares
    Change vs previous 13F +152,985 shares

    0.05% of the 13F portfolio, value $6,273,012.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 71,372 shares
    Change vs previous 13F +57,975 shares

    0.02% of the 13F portfolio, value $1,949,869.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 13,397 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,132,450.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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