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LYNCH & ASSOCIATES/IN: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYNCH & ASSOCIATES/IN on SCHD, newest first. How the timeline and the estimate are built.

LYNCH & ASSOCIATES/IN held 171,388 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,388 shares
    Change vs previous 13F +3,246 shares

    0.95% of the 13F portfolio, value $5,434,703.

    13F-HR 0001108965-26-000003 filed by LYNCH & ASSOCIATES/IN
    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 168,142 shares
    Change vs previous 13F +5,402 shares

    0.97% of the 13F portfolio, value $5,158,591.

    13F-HR 0001108965-26-000002 filed by LYNCH & ASSOCIATES/IN
    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 162,740 shares
    Change vs previous 13F -1,841 shares

    0.84% of the 13F portfolio, value $4,463,971.

    13F-HR 0001108965-26-000001 filed by LYNCH & ASSOCIATES/IN
    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 164,581 shares
    Change vs previous 13F +8,968 shares

    0.87% of the 13F portfolio, value $4,493,061.

    13F-HR 0001108965-25-000006 filed by LYNCH & ASSOCIATES/IN
    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 155,613 shares
    Change vs previous 13F +5,129 shares

    0.83% of the 13F portfolio, value $4,123,745.

    13F-HR 0001108965-25-000005 filed by LYNCH & ASSOCIATES/IN
    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 150,484 shares
    Change vs previous 13F +8,421 shares

    0.91% of the 13F portfolio, value $4,207,533.

    13F-HR 0001108965-25-000004 filed by LYNCH & ASSOCIATES/IN
    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 142,063 shares
    Change vs previous 13F +98,381 shares

    0.84% of the 13F portfolio, value $3,881,161.

    13F-HR 0001108965-25-000001 filed by LYNCH & ASSOCIATES/IN
    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 43,682 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,692,439.

    13F-HR 0001108965-24-000004 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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