Skip to content
Disclosery

McAlister, Sweet & Associates, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McAlister, Sweet & Associates, Inc. on SCHD, newest first. How the timeline and the estimate are built.

McAlister, Sweet & Associates, Inc. held 343,226 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 343,226 shares
    Change vs previous 13F +4,202 shares

    7.05% of the 13F portfolio, value $11,165,127.

    13F-HR 0001214659-26-012628 filed by McAlister, Sweet & Associates, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 339,024 shares
    Change vs previous 13F +6,768 shares

    5.75% of the 13F portfolio, value $10,750,437.

    13F-HR 0001214659-26-008452 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 332,256 shares
    Change vs previous 13F +307,186 shares

    6.35% of the 13F portfolio, value $10,193,600.

    13F-HR 0001214659-26-004209 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 25,070 shares
    Change vs previous 13F -1,083 shares

    0.52% of the 13F portfolio, value $687,658.

    13F-HR 0001214659-26-000032 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,153 shares
    Change vs previous 13F +1,414 shares

    0.47% of the 13F portfolio, value $713,965.

    13F-HR 0001214659-25-014482 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,739 shares
    Change vs previous 13F -1,494 shares

    0.58% of the 13F portfolio, value $655,572.

    13F-HR 0001214659-25-009962 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 26,233 shares
    Change vs previous 13F +26,233 shares

    0.56% of the 13F portfolio, value $733,462.

    13F-HR 0001214659-25-005687 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001214659-25-000286 filed by McAlister, Sweet & Associates, Inc.
    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.