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North Star Investment Management Corp.: SCHD position timeline

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

North Star Investment Management Corp. held 300,951 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 300,951 shares
    Change vs previous 13F +18,973 shares

    0.52% of the 13F portfolio, value $9,543,148.

    13F-HR 0001062993-26-003882 filed by North Star Investment Management Corp.
    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 281,978 shares
    Change vs previous 13F +171,232 shares

    0.52% of the 13F portfolio, value $8,651,091.

    13F-HR 0001062993-26-002110 filed by North Star Investment Management Corp.
    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 110,746 shares
    Change vs previous 13F +34,128 shares

    0.19% of the 13F portfolio, value $3,037,749.

    13F-HR 0001062993-26-000502 filed by North Star Investment Management Corp.
    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 76,618 shares
    Change vs previous 13F +5,248 shares

    0.13% of the 13F portfolio, value $2,091,668.

    13F-HR 0001062993-25-016263 filed by North Star Investment Management Corp.
    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 71,370 shares
    Change vs previous 13F -5,060 shares

    0.13% of the 13F portfolio, value $1,891,312.

    13F-HR 0001062993-25-012875 filed by North Star Investment Management Corp.
    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 76,430 shares
    Change vs previous 13F +16,049 shares

    0.16% of the 13F portfolio, value $2,136,988.

    13F-HR 0001062993-25-007620 filed by North Star Investment Management Corp.
    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 60,381 shares
    Change vs previous 13F +43,054 shares

    0.11% of the 13F portfolio, value $1,649,609.

    13F-HR 0001062993-25-001923 filed by North Star Investment Management Corp.
    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 17,327 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,464,645.

    13F-HR 0001062993-24-018117 filed by North Star Investment Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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