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McGrath & Associates, Inc.: SCHD position timeline

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

McGrath & Associates, Inc. held 109,404 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,404 shares
    Change vs previous 13F -273 shares

    4.52% of the 13F portfolio, value $3,469,191.

    13F-HR 0002085853-26-000724 filed by McGrath & Associates, Inc.
    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 109,677 shares
    Change vs previous 13F -3,016 shares

    4.95% of the 13F portfolio, value $3,364,883.

    13F-HR 0002085853-26-000345 filed by McGrath & 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 ended2025-12-31
    13F 112,693 shares
    Change vs previous 13F +317 shares

    4.39% of the 13F portfolio, value $3,091,174.

    13F-HR 0002085853-26-000235 filed by McGrath & 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 ended2025-09-30
    13F 112,376 shares
    Change vs previous 13F -5,855 shares

    4.56% of the 13F portfolio, value $3,067,864.

    13F-HR 0002085853-25-000075 filed by McGrath & 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 ended2025-06-30
    13F 118,231 shares
    Change vs previous 13F -3,007 shares

    5.1% of the 13F portfolio, value $3,133,117.

    13F-HR 0001667731-25-001099 filed by McGrath & 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 ended2025-03-31
    13F 121,238 shares
    Change vs previous 13F -4,098 shares

    6.19% of the 13F portfolio, value $3,389,819.

    13F-HR 0001667731-25-000407 filed by McGrath & 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 ended2024-12-31
    13F 125,336 shares
    Change vs previous 13F not available

    6.91% of the 13F portfolio, value $3,424,183.

    13F-HR 0001667731-25-000204 filed by McGrath & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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