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Disclosery

&PARTNERS: SCHD position timeline

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

&PARTNERS held 598,106 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 598,106 shares
    Change vs previous 13F +69,869 shares

    0.08% of the 13F portfolio, value $18,979,339.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 528,237 shares
    Change vs previous 13F +50,418 shares

    0.08% of the 13F portfolio, value $16,204,979.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 477,819 shares
    Change vs previous 13F +22,813 shares

    0.07% of the 13F portfolio, value $13,106,420.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 455,006 shares
    Change vs previous 13F +35,420 shares

    0.08% of the 13F portfolio, value $12,426,463.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 419,586 shares
    Change vs previous 13F -11,506 shares

    0.09% of the 13F portfolio, value $11,121,342.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 431,092 shares
    Change vs previous 13F +23,239 shares

    0.13% of the 13F portfolio, value $11,807,326.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 407,853 shares
    Change vs previous 13F +294,113 shares

    0.13% of the 13F portfolio, value $11,192,178.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 113,740 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $9,645,284.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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