Jaffetilchin Investment Partners, LLC: SCHD position timeline

Jaffetilchin Investment Partners, LLC held 810,346 SCHD shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 810,346 shares

   Change vs previous 13F +157,441 shares

   1.48% of the 13F portfolio, value $24,861,429.

   13F-HR 0001404652-26-000003 filed by Jaffetilchin Investment Partners, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

2. period ended2025-12-31

   13F 652,905 shares

   Change vs previous 13F +14,387 shares

   1.05% of the 13F portfolio, value $17,909,183.

   13F-HR 0001404652-26-000001 filed by Jaffetilchin Investment Partners, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 638,518 shares

   Change vs previous 13F +29,207 shares

   1.04% of the 13F portfolio, value $17,431,546.

   13F-HR 0001404652-25-000007 filed by Jaffetilchin Investment Partners, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 609,311 shares

   Change vs previous 13F +93,693 shares

   1.06% of the 13F portfolio, value $16,146,732.

   13F-HR 0001404652-25-000004 filed by Jaffetilchin Investment Partners, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 515,618 shares

   Change vs previous 13F +28,820 shares

   1.05% of the 13F portfolio, value $14,416,674.

   13F-HR 0001404652-25-000002 filed by Jaffetilchin Investment Partners, LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 486,798 shares

   Change vs previous 13F +334,692 shares

   0.96% of the 13F portfolio, value $13,299,326.

   13F-HR 0001404652-25-000001 filed by Jaffetilchin Investment Partners, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 152,106 shares

   Change vs previous 13F +1,561 shares

   0.98% of the 13F portfolio, value $12,857,529.

   13F-HR 0001404652-24-000003 filed by Jaffetilchin Investment Partners, LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

8. period ended2024-06-30

   13F 150,545 shares

   Change vs previous 13F not available

   1% of the 13F portfolio, value $11,706,411.

   13F-HR 0001062993-24-014177 filed by Jaffetilchin Investment Partners, LLC
   Filed 2024-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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