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Disclosery

McCarthy Asset Management, Inc.: SCHD position timeline

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

McCarthy Asset Management, Inc. held 805,382 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 805,382 shares
    Change vs previous 13F -10,758 shares

    12.1% of the 13F portfolio, value $25,538,652.

    13F-HR 0001951757-26-001203 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 816,140 shares
    Change vs previous 13F -27,083 shares

    11.69% of the 13F portfolio, value $22,386,725.

    13F-HR 0001843169-26-000001 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 843,223 shares
    Change vs previous 13F +505 shares

    14.78% of the 13F portfolio, value $23,019,985.

    13F-HR 0001843169-25-000003 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 842,718 shares
    Change vs previous 13F -39,588 shares

    15.17% of the 13F portfolio, value $22,332,030.

    13F-HR 0001095449-25-000055 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 882,306 shares
    Change vs previous 13F -3,120 shares

    17.87% of the 13F portfolio, value $24,669,275.

    13F-HR 0001095449-25-000036 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 885,426 shares
    Change vs previous 13F +580,060 shares

    17.07% of the 13F portfolio, value $24,189,827.

    13F-HR 0001095449-25-000010 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 305,366 shares
    Change vs previous 13F not available

    16.05% of the 13F portfolio, value $25,812,612.

    13F-HR 0001095449-24-000088 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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