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Nikulski Financial, Inc.: SCHD position timeline

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

Nikulski Financial, Inc. held 169,587 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,587 shares
    Change vs previous 13F +6,447 shares

    1.16% of the 13F portfolio, value $5,377,612.

    13F-HR 0001729847-26-000005 filed by Nikulski Financial, 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 163,140 shares
    Change vs previous 13F +11,556 shares

    1.24% of the 13F portfolio, value $5,005,143.

    13F-HR 0001729847-26-000003 filed by Nikulski Financial, 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 151,584 shares
    Change vs previous 13F +6,924 shares

    0.99% of the 13F portfolio, value $4,157,949.

    13F-HR 0001729847-26-000001 filed by Nikulski Financial, 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 144,660 shares
    Change vs previous 13F +9,688 shares

    0.99% of the 13F portfolio, value $3,949,212.

    13F-HR 0001729847-25-000006 filed by Nikulski Financial, 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 134,972 shares
    Change vs previous 13F +16,478 shares

    0.98% of the 13F portfolio, value $3,576,752.

    13F-HR 0001729847-25-000004 filed by Nikulski Financial, 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 118,494 shares
    Change vs previous 13F -2,066 shares

    1% of the 13F portfolio, value $3,313,086.

    13F-HR 0001729847-25-000002 filed by Nikulski Financial, 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 120,560 shares
    Change vs previous 13F +80,208 shares

    0.97% of the 13F portfolio, value $3,293,693.

    13F-HR 0001729847-25-000001 filed by Nikulski Financial, 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 40,352 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,410,962.

    13F-HR 0001729847-24-000005 filed by Nikulski Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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