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Indie Asset Partners, LLC: SCHD position timeline

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

Indie Asset Partners, LLC held 64,913 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,913 shares
    Change vs previous 13F +9,009 shares

    1.97% of the 13F portfolio, value $2,058,399.

    13F-HR 0001802244-26-000006 filed by Indie Asset 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 55,904 shares
    Change vs previous 13F +2,780 shares

    1.95% of the 13F portfolio, value $1,715,137.

    13F-HR 0001802244-26-000004 filed by Indie Asset 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 53,124 shares
    Change vs previous 13F -1,111 shares

    1.62% of the 13F portfolio, value $1,457,178.

    13F-HR 0001802244-26-000002 filed by Indie Asset 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 54,235 shares
    Change vs previous 13F -1,744 shares

    1.97% of the 13F portfolio, value $1,480,604.

    13F-HR 0001802244-25-000010 filed by Indie Asset 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 55,979 shares
    Change vs previous 13F -10,547 shares

    2.7% of the 13F portfolio, value $1,483,445.

    13F-HR 0001802244-25-000008 filed by Indie Asset 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 66,526 shares
    Change vs previous 13F -3,575 shares

    1.61% of the 13F portfolio, value $1,860,058.

    13F-HR 0001802244-25-000004 filed by Indie Asset 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 70,101 shares
    Change vs previous 13F +46,939 shares

    1.5% of the 13F portfolio, value $1,915,163.

    13F-HR 0001802244-25-000002 filed by Indie Asset 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 23,162 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,957,874.

    13F-HR 0001802244-24-000008 filed by Indie Asset Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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