L. Roy Papp & Associates, LLP: SCHD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L. Roy Papp & Associates, LLP on SCHD, newest first. How the timeline and the estimate are built.
L. Roy Papp & Associates, LLP held 8,595 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 8,595 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $272,548.
13F-HR 0002085853-26-000813 filed by L. Roy Papp & Associates, LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,595 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $263,695.
13F-HR 0002085853-26-000370 filed by L. Roy Papp & Associates, LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,595 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $235,761.
13F-HR 0002085853-26-000127 filed by L. Roy Papp & Associates, LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,595 sharesChange vs previous 13F -7,491 shares
0.03% of the 13F portfolio, value $234,644.
13F-HR 0002085853-25-000051 filed by L. Roy Papp & Associates, LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,086 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $426,279.
13F-HR 0001667731-25-000943 filed by L. Roy Papp & Associates, LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,086 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $449,765.
13F-HR 0001667731-25-000413 filed by L. Roy Papp & Associates, LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,086 sharesChange vs previous 13F +10,615 shares
0.05% of the 13F portfolio, value $439,470.
13F-HR 0001667731-25-000155 filed by L. Roy Papp & Associates, LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,471 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $462,464.
13F-HR 0000809339-24-000006 filed by L. Roy Papp & Associates, LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).