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Disclosery

Joseph Group Capital Management: SCHD position timeline

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

Joseph Group Capital Management held 322,053 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 322,053 shares
    Change vs previous 13F -1,800 shares

    2.15% of the 13F portfolio, value $10,212,289.

    13F-HR 0001910383-26-000003 filed by Joseph Group Capital Management
    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 323,853 shares
    Change vs previous 13F -26,683 shares

    2.48% of the 13F portfolio, value $9,935,806.

    13F-HR 0001910383-26-000002 filed by Joseph Group Capital Management
    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 350,536 shares
    Change vs previous 13F +11,794 shares

    2.53% of the 13F portfolio, value $9,615,215.

    13F-HR 0001910383-26-000001 filed by Joseph Group Capital Management
    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 338,742 shares
    Change vs previous 13F -3,497 shares

    2.61% of the 13F portfolio, value $9,247,657.

    13F-HR 0001910383-25-000009 filed by Joseph Group Capital Management
    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/A 342,239 shares
    Change vs previous 13F +19,571 shares

    3.05% of the 13F portfolio, value $9,069,334.

    13F-HR/A 0001910383-25-000006 filed by Joseph Group Capital Management
    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 322,668 shares
    Change vs previous 13F +10,484 shares

    3.45% of the 13F portfolio, value $9,021,797.

    13F-HR 0001910383-25-000002 filed by Joseph Group Capital Management
    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 312,184 shares
    Change vs previous 13F +207,080 shares

    3.36% of the 13F portfolio, value $8,528,867.

    13F-HR 0001910383-25-000001 filed by Joseph Group Capital Management
    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 105,104 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $8,884,441.

    13F-HR 0001910383-24-000005 filed by Joseph Group Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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