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McElhenny Sheffield Capital Management, LLC: SCHD position timeline

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

McElhenny Sheffield Capital Management, LLC held 10,425 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,425 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $330,577.

    13F-HR 0001754960-26-000610 filed by McElhenny Sheffield Capital Management, 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 10,425 shares
    Change vs previous 13F -450 shares

    0.08% of the 13F portfolio, value $319,839.

    13F-HR 0001754960-26-000308 filed by McElhenny Sheffield Capital Management, 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 10,875 shares
    Change vs previous 13F +600 shares

    0.07% of the 13F portfolio, value $298,301.

    13F-HR 0001754960-26-000105 filed by McElhenny Sheffield Capital Management, 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 10,275 shares
    Change vs previous 13F -240 shares

    0.07% of the 13F portfolio, value $280,508.

    13F-HR 0001754960-25-000701 filed by McElhenny Sheffield Capital Management, 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/A 10,515 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $278,648.

    13F-HR/A 0001754960-25-000475 filed by McElhenny Sheffield Capital Management, 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 10,515 shares
    Change vs previous 13F -300 shares

    0.11% of the 13F portfolio, value $293,999.

    13F-HR 0001754960-25-000202 filed by McElhenny Sheffield Capital Management, 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 10,815 shares
    Change vs previous 13F +7,210 shares

    0.1% of the 13F portfolio, value $295,466.

    13F-HR 0001754960-25-000035 filed by McElhenny Sheffield Capital Management, 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 3,605 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $304,731.

    13F-HR 0001754960-24-000516 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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