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J2 Capital Management Inc: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J2 Capital Management Inc on SCHD, newest first. How the timeline and the estimate are built.

J2 Capital Management Inc held 12,139 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,139 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $384,928.

    13F-HR 0001586882-26-000004 filed by J2 Capital Management Inc
    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 12,139 shares
    Change vs previous 13F +25 shares

    0.26% of the 13F portfolio, value $372,425.

    13F-HR 0001586882-26-000002 filed by J2 Capital Management Inc
    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 12,114 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $332,287.

    13F-HR 0001586882-26-000001 filed by J2 Capital Management Inc
    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 12,114 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $330,712.

    13F-HR 0001586882-25-000005 filed by J2 Capital Management Inc
    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 12,114 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $321,021.

    13F-HR 0001586882-25-000002 filed by J2 Capital Management Inc
    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 12,114 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $338,707.

    13F-HR 0001667731-25-000381 filed by J2 Capital Management Inc
    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 12,114 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $330,954.

    13F-HR 0001667731-25-000041 filed by J2 Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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