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Nicholas Hoffman & Company, LLC.: SCHD position timeline

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

Nicholas Hoffman & Company, LLC. held 29,174 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,174 shares
    Change vs previous 13F +122 shares

    0.02% of the 13F portfolio, value $925,110.

    13F-HR 0001398344-26-013410 filed by Nicholas Hoffman & Company, 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 29,052 shares
    Change vs previous 13F +476 shares

    0.02% of the 13F portfolio, value $891,327.

    13F-HR 0001398344-26-007708 filed by Nicholas Hoffman & Company, 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 28,576 shares
    Change vs previous 13F +847 shares

    0.02% of the 13F portfolio, value $783,838.

    13F-HR 0001398344-26-001863 filed by Nicholas Hoffman & Company, 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 27,729 shares
    Change vs previous 13F +11,088 shares

    0.02% of the 13F portfolio, value $756,991.

    13F-HR 0001398344-25-020723 filed by Nicholas Hoffman & Company, 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 16,641 shares
    Change vs previous 13F -218 shares

    0.01% of the 13F portfolio, value $440,977.

    13F-HR 0001398344-25-014584 filed by Nicholas Hoffman & Company, 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/A 16,859 shares
    Change vs previous 13F -7,493 shares

    0.02% of the 13F portfolio, value $471,370.

    13F-HR/A 0001398344-25-012059 filed by Nicholas Hoffman & Company, 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/A 24,352 shares
    Change vs previous 13F +16,515 shares

    0.03% of the 13F portfolio, value $665,294.

    13F-HR/A 0001398344-25-012057 filed by Nicholas Hoffman & Company, 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/A 7,837 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $662,492.

    13F-HR/A 0001398344-25-012054 filed by Nicholas Hoffman & Company, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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