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Leisure Capital Management: SCHD position timeline

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

Leisure Capital Management held 14,683 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,683 shares
    Change vs previous 13F -1,877 shares

    0.15% of the 13F portfolio, value $465,598.

    13F-HR 0001631507-26-000004 filed by Leisure 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 16,560 shares
    Change vs previous 13F -1,465 shares

    0.18% of the 13F portfolio, value $508,061.

    13F-HR 0001631507-26-000003 filed by Leisure 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 18,025 shares
    Change vs previous 13F +570 shares

    0.16% of the 13F portfolio, value $494,426.

    13F-HR 0001631507-26-000001 filed by Leisure 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 17,455 shares
    Change vs previous 13F -720 shares

    0.16% of the 13F portfolio, value $476,522.

    13F-HR 0001631507-25-000008 filed by Leisure 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 18,175 shares
    Change vs previous 13F +972 shares

    0.18% of the 13F portfolio, value $481,638.

    13F-HR 0001631507-25-000004 filed by Leisure 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 17,203 shares
    Change vs previous 13F +295 shares

    0.2% of the 13F portfolio, value $480,996.

    13F-HR 0001631507-25-000003 filed by Leisure 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 16,908 shares
    Change vs previous 13F +13,152 shares

    0.18% of the 13F portfolio, value $461,927.

    13F-HR 0001631507-25-000001 filed by Leisure 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 3,756 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $317,495.

    13F-HR 0001631507-24-000007 filed by Leisure Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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