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John W. Brooker & Co., CPAs: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of John W. Brooker & Co., CPAs on SCHD, newest first. How the timeline and the estimate are built.

John W. Brooker & Co., CPAs held 115,898 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 115,898 shares
    Change vs previous 13F +15,560 shares

    4.44% of the 13F portfolio, value $3,675,131.

    13F-HR 0001798926-26-000003 filed by John W. Brooker & Co., CPAs
    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 100,338 shares
    Change vs previous 13F +3,800 shares

    4.85% of the 13F portfolio, value $3,078,361.

    13F-HR 0001798926-26-000002 filed by John W. Brooker & Co., CPAs
    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 96,538 shares
    Change vs previous 13F +5,797 shares

    4.74% of the 13F portfolio, value $2,648,047.

    13F-HR 0001798926-26-000001 filed by John W. Brooker & Co., CPAs
    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 90,741 shares
    Change vs previous 13F +3,433 shares

    5.03% of the 13F portfolio, value $2,477,240.

    13F-HR 0001798926-25-000012 filed by John W. Brooker & Co., CPAs
    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 87,308 shares
    Change vs previous 13F -225,410 shares

    5.63% of the 13F portfolio, value $2,401,837.

    13F-HR 0001798926-25-000009 filed by John W. Brooker & Co., CPAs
    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 312,718 shares
    Change vs previous 13F +10,822 shares

    3.62% of the 13F portfolio, value $8,743,608.

    13F-HR 0001798926-25-000002 filed by John W. Brooker & Co., CPAs
    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 301,896 shares
    Change vs previous 13F +201,798 shares

    3.56% of the 13F portfolio, value $8,247,798.

    13F-HR 0001798926-25-000001 filed by John W. Brooker & Co., CPAs
    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 100,098 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $8,461,326.

    13F-HR 0001798926-24-000005 filed by John W. Brooker & Co., CPAs
    Filed (acceptance time not in the bulk data set), ingested

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