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Moors & Cabot, Inc.: SCHD position timeline

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

Moors & Cabot, Inc. held 43,152 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 43,152 shares
    Change vs previous 13F +3,789 shares

    0.05% of the 13F portfolio, value $1,368,365.

    13F-HR 0001607239-26-000010 filed by Moors & Cabot, 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 39,363 shares
    Change vs previous 13F +2,143 shares

    0.05% of the 13F portfolio, value $1,207,668.

    13F-HR 0001607239-26-000002 filed by Moors & Cabot, 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 37,220 shares
    Change vs previous 13F +3,203 shares

    0.04% of the 13F portfolio, value $1,020,931.

    13F-HR 0001607239-26-000001 filed by Moors & Cabot, 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 34,017 shares
    Change vs previous 13F +1,802 shares

    0.04% of the 13F portfolio, value $928,673.

    13F-HR 0001607239-25-000007 filed by Moors & Cabot, 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 32,215 shares
    Change vs previous 13F +7,994 shares

    0.04% of the 13F portfolio, value $853,704.

    13F-HR 0001085146-25-004555 filed by Moors & Cabot, 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 24,221 shares
    Change vs previous 13F +2,789 shares

    0.03% of the 13F portfolio, value $677,208.

    13F-HR 0001085146-25-002842 filed by Moors & Cabot, 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 21,432 shares
    Change vs previous 13F +14,699 shares

    0.03% of the 13F portfolio, value $585,527.

    13F-HR 0001085146-25-000904 filed by Moors & Cabot, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,733 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $569,166.

    13F-HR 0001085146-24-005476 filed by Moors & Cabot, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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