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Disclosery

Keeler Thomas Management LLC: SCHD position timeline

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

Keeler Thomas Management LLC held 268,611 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 268,611 shares
    Change vs previous 13F +268,611 shares

    3.02% of the 13F portfolio, value $8,517,641.

    13F-HR 0001172661-26-002933 filed by Keeler Thomas 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -18,738 shares

    13F-HR 0001172661-25-001636 filed by Keeler Thomas Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 18,738 shares
    Change vs previous 13F +11,119 shares

    0.18% of the 13F portfolio, value $511,910.

    13F-HR 0001172661-25-000486 filed by Keeler Thomas 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 ended2024-09-30
    13F 7,619 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $644,030.

    13F-HR 0001172661-24-004286 filed by Keeler Thomas Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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