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Integrated Investment Consultants, LLC: SCHD position timeline

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

Integrated Investment Consultants, LLC held 597,717 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 597,717 shares
    Change vs previous 13F -4,255 shares

    3.73% of the 13F portfolio, value $18,953,615.

    13F-HR 0001665337-26-000005 filed by Integrated Investment Consultants, 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 601,972 shares
    Change vs previous 13F +14,624 shares

    3.92% of the 13F portfolio, value $18,468,508.

    13F-HR 0001665337-26-000004 filed by Integrated Investment Consultants, 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/A 587,348 shares
    Change vs previous 13F +25,983 shares

    3.16% of the 13F portfolio, value $16,110,950.

    13F-HR/A 0001665337-26-000002 filed by Integrated Investment Consultants, 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 561,365 shares
    Change vs previous 13F -13,481 shares

    2.6% of the 13F portfolio, value $15,325,272.

    13F-HR 0001665337-25-000008 filed by Integrated Investment Consultants, 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 574,846 shares
    Change vs previous 13F -17,239 shares

    2.99% of the 13F portfolio, value $15,233,409.

    13F-HR 0001665337-25-000006 filed by Integrated Investment Consultants, 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/A 592,085 shares
    Change vs previous 13F +30,092 shares

    3.3% of the 13F portfolio, value $16,554,709.

    13F-HR/A 0001665337-25-000004 filed by Integrated Investment Consultants, 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/A 561,993 shares
    Change vs previous 13F +379,922 shares

    3.17% of the 13F portfolio, value $15,353,654.

    13F-HR/A 0001665337-25-000002 filed by Integrated Investment Consultants, 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 182,071 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $15,390,477.

    13F-HR 0001665337-24-000007 filed by Integrated Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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