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ISLAY CAPITAL MANAGEMENT, LLC: SCHD position timeline

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

ISLAY CAPITAL MANAGEMENT, LLC held 479,137 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 479,137 shares
    Change vs previous 13F -11,009 shares

    7.14% of the 13F portfolio, value $15,193,432.

    13F-HR 0001941040-26-000586 filed by ISLAY CAPITAL 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 490,146 shares
    Change vs previous 13F +103,039 shares

    7.63% of the 13F portfolio, value $15,037,683.

    13F-HR 0001941040-26-000365 filed by ISLAY CAPITAL 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 387,107 shares
    Change vs previous 13F -17,053 shares

    6.24% of the 13F portfolio, value $10,618,345.

    13F-HR 0001941040-26-000161 filed by ISLAY CAPITAL 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 404,160 shares
    Change vs previous 13F +28,031 shares

    6.35% of the 13F portfolio, value $11,033,564.

    13F-HR 0001941040-25-000646 filed by ISLAY CAPITAL 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 376,129 shares
    Change vs previous 13F +18,837 shares

    6.43% of the 13F portfolio, value $9,967,411.

    13F-HR 0001941040-25-000455 filed by ISLAY CAPITAL 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 357,292 shares
    Change vs previous 13F -59,364 shares

    6.74% of the 13F portfolio, value $9,989,894.

    13F-HR 0001941040-25-000306 filed by ISLAY CAPITAL 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 416,656 shares
    Change vs previous 13F +279,655 shares

    7.9% of the 13F portfolio, value $11,383,039.

    13F-HR 0001941040-25-000146 filed by ISLAY CAPITAL 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/A 137,001 shares
    Change vs previous 13F not available

    7.77% of the 13F portfolio, value $11,580,683.

    13F-HR/A 0001941040-24-000484 filed by ISLAY CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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