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INDEPENDENT FINANCIAL GROUP, LLC: SCHD position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 753,242 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 753,242 shares
    Change vs previous 13F +149,643 shares

    0.44% of the 13F portfolio, value $24,502,956.

    13F-HR 0000275484-26-000032 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 603,599 shares
    Change vs previous 13F +177,214 shares

    0.36% of the 13F portfolio, value $19,140,147.

    13F-HR 0000275484-26-000028 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 426,385 shares
    Change vs previous 13F +59,631 shares

    0.29% of the 13F portfolio, value $13,081,485.

    13F-HR/A 0000275484-26-000006 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 366,754 shares
    Change vs previous 13F +3,468 shares

    0.22% of the 13F portfolio, value $10,060,056.

    13F-HR 0000275484-26-000003 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 363,286 shares
    Change vs previous 13F -92,989 shares

    0.24% of the 13F portfolio, value $9,917,696.

    13F-HR 0000275484-26-000004 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 456,275 shares
    Change vs previous 13F +30,843 shares

    0.33% of the 13F portfolio, value $12,091,291.

    13F-HR 0000275484-26-000005 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 425,432 shares
    Change vs previous 13F -8,053 shares

    0.41% of the 13F portfolio, value $11,895,076.

    13F-HR 0000275484-26-000007 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 433,485 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $11,842,805.

    13F-HR 0000275484-26-000012 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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