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Mengis Capital Management, Inc.: SCHD position timeline

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

Mengis Capital Management, Inc. held 127,317 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 127,317 shares
    Change vs previous 13F +690 shares

    0.62% of the 13F portfolio, value $4,141,629.

    13F-HR 0001609674-26-000005 filed by Mengis Capital Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 126,627 shares
    Change vs previous 13F +924 shares

    0.61% of the 13F portfolio, value $4,015,367.

    13F-HR 0001609674-26-000004 filed by Mengis Capital 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 ended2026-03-31
    13F 125,703 shares
    Change vs previous 13F +5,120 shares

    0.66% of the 13F portfolio, value $3,856,593.

    13F-HR 0001609674-26-000003 filed by Mengis Capital 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 ended2025-12-31
    13F 120,583 shares
    Change vs previous 13F +9,720 shares

    0.58% of the 13F portfolio, value $3,307,617.

    13F-HR 0001609674-26-000001 filed by Mengis Capital 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 ended2025-09-30
    13F 110,863 shares
    Change vs previous 13F +12,093 shares

    0.6% of the 13F portfolio, value $3,026,572.

    13F-HR 0001609674-25-000006 filed by Mengis Capital 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 ended2025-06-30
    13F 98,770 shares
    Change vs previous 13F +3,309 shares

    0.56% of the 13F portfolio, value $2,617,410.

    13F-HR 0001609674-25-000004 filed by Mengis Capital 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 ended2025-03-31
    13F 95,461 shares
    Change vs previous 13F +783 shares

    0.56% of the 13F portfolio, value $2,669,102.

    13F-HR 0001609674-25-000003 filed by Mengis Capital Management, 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 94,678 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,586,608.

    13F-HR 0001609674-25-000001 filed by Mengis Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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