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Disclosery

Narwhal Capital Management: SCHD position timeline

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

Narwhal Capital Management held 35,238 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,238 shares
    Change vs previous 13F -438 shares

    0.08% of the 13F portfolio, value $1,117,397.

    13F-HR 0001461287-26-000003 filed by Narwhal Capital Management
    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 35,676 shares
    Change vs previous 13F -25 shares

    0.08% of the 13F portfolio, value $1,094,540.

    13F-HR 0001461287-26-000002 filed by Narwhal Capital Management
    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 35,701 shares
    Change vs previous 13F -525 shares

    0.07% of the 13F portfolio, value $979,278.

    13F-HR 0001461287-26-000001 filed by Narwhal Capital Management
    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 36,226 shares
    Change vs previous 13F -269 shares

    0.07% of the 13F portfolio, value $988,970.

    13F-HR 0001461287-25-000005 filed by Narwhal Capital Management
    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 36,495 shares
    Change vs previous 13F +400 shares

    0.08% of the 13F portfolio, value $967,118.

    13F-HR 0001085146-25-004109 filed by Narwhal Capital Management
    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 36,095 shares
    Change vs previous 13F +1,400 shares

    0.09% of the 13F portfolio, value $1,009,216.

    13F-HR 0001085146-25-002254 filed by Narwhal Capital Management
    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 34,695 shares
    Change vs previous 13F +23,130 shares

    0.08% of the 13F portfolio, value $947,867.

    13F-HR 0001085146-25-000391 filed by Narwhal Capital Management
    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 11,565 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $977,589.

    13F-HR 0001085146-24-005056 filed by Narwhal Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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