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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: SCHD position timeline

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

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC held 78,241 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,241 shares
    Change vs previous 13F +10,221 shares

    0.15% of the 13F portfolio, value $2,491,607.

    13F-HR 0001420506-26-001267 filed by INTERNATIONAL ASSETS 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 68,020 shares
    Change vs previous 13F +4,791 shares

    0.14% of the 13F portfolio, value $2,075,693.

    13F-HR 0001420506-26-000777 filed by INTERNATIONAL ASSETS 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 63,229 shares
    Change vs previous 13F +2,155 shares

    0.12% of the 13F portfolio, value $1,734,360.

    13F-HR 0001420506-26-000135 filed by INTERNATIONAL ASSETS 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 61,074 shares
    Change vs previous 13F -1,000 shares

    0.13% of the 13F portfolio, value $1,652,064.

    13F-HR 0001420506-25-002953 filed by INTERNATIONAL ASSETS 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 62,074 shares
    Change vs previous 13F +9,748 shares

    0.13% of the 13F portfolio, value $1,644,973.

    13F-HR 0001420506-25-001602 filed by INTERNATIONAL ASSETS 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 52,326 shares
    Change vs previous 13F -723 shares

    0.13% of the 13F portfolio, value $1,463,031.

    13F-HR 0001420506-25-000802 filed by INTERNATIONAL ASSETS 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 53,049 shares
    Change vs previous 13F +53,049 shares

    0.12% of the 13F portfolio, value $1,446,121.

    13F-HR 0001420506-25-000010 filed by INTERNATIONAL ASSETS 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001420506-24-002166 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.