Skip to content
Disclosery

MARINO, STRAM & ASSOCIATES LLC: SCHD position timeline

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

MARINO, STRAM & ASSOCIATES LLC held 36,959 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 36,959 shares
    Change vs previous 13F +202 shares

    0.19% of the 13F portfolio, value $1,171,964.

    13F-HR 0001951757-26-001048 filed by MARINO, STRAM & ASSOCIATES LLC
    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 36,757 shares
    Change vs previous 13F -3,738 shares

    0.2% of the 13F portfolio, value $1,127,694.

    13F-HR 0001951757-26-000754 filed by MARINO, STRAM & ASSOCIATES LLC
    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 40,495 shares
    Change vs previous 13F -2,090 shares

    0.2% of the 13F portfolio, value $1,110,786.

    13F-HR 0001951757-26-000205 filed by MARINO, STRAM & ASSOCIATES LLC
    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 42,585 shares
    Change vs previous 13F +82 shares

    0.21% of the 13F portfolio, value $1,162,573.

    13F-HR 0001951757-25-001240 filed by MARINO, STRAM & ASSOCIATES LLC
    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 42,503 shares
    Change vs previous 13F +83 shares

    0.23% of the 13F portfolio, value $1,126,333.

    13F-HR 0001951757-25-000895 filed by MARINO, STRAM & ASSOCIATES LLC
    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 42,420 shares
    Change vs previous 13F +58 shares

    0.26% of the 13F portfolio, value $1,186,052.

    13F-HR 0001951757-25-000382 filed by MARINO, STRAM & ASSOCIATES LLC
    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 42,362 shares
    Change vs previous 13F +28,290 shares

    0.26% of the 13F portfolio, value $1,157,327.

    13F-HR 0001951757-25-000070 filed by MARINO, STRAM & ASSOCIATES LLC
    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 14,072 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,189,505.

    13F-HR 0001951757-24-001091 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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