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Disclosery

NCM Capital Management, LLC: SCHD position timeline

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

NCM Capital Management, LLC held 280,122 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 280,122 shares
    Change vs previous 13F +17,843 shares

    2.74% of the 13F portfolio, value $8,882,658.

    13F-HR 0001907054-26-000003 filed by NCM 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 262,279 shares
    Change vs previous 13F -344 shares

    2.88% of the 13F portfolio, value $8,046,707.

    13F-HR 0001907054-26-000002 filed by NCM 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 262,623 shares
    Change vs previous 13F +5,597 shares

    2.67% of the 13F portfolio, value $7,203,749.

    13F-HR 0001907054-26-000001 filed by NCM 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 257,026 shares
    Change vs previous 13F -3,366 shares

    2.72% of the 13F portfolio, value $7,016,804.

    13F-HR 0001907054-25-000007 filed by NCM 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 260,392 shares
    Change vs previous 13F +21,278 shares

    2.84% of the 13F portfolio, value $6,912,945.

    13F-HR 0001907054-25-000005 filed by NCM 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 239,114 shares
    Change vs previous 13F +9,401 shares

    3.01% of the 13F portfolio, value $6,685,641.

    13F-HR 0001907054-25-000002 filed by NCM 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 229,713 shares
    Change vs previous 13F +158,572 shares

    2.83% of the 13F portfolio, value $6,275,770.

    13F-HR 0001907054-25-000001 filed by NCM 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 71,141 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $6,013,536.

    13F-HR 0001907054-24-000005 filed by NCM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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