Skip to content
Disclosery

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PATRIOT INVESTMENT MANAGEMENT GROUP, INC. on SCHD, newest first. How the timeline and the estimate are built.

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. held 233,754 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 233,754 shares
    Change vs previous 13F -260 shares

    0.44% of the 13F portfolio, value $7,604,013.

    13F-HR 0001773830-26-000005 filed by PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 234,014 shares
    Change vs previous 13F -8,396 shares

    0.43% of the 13F portfolio, value $7,420,598.

    13F-HR 0001773830-26-000003 filed by PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 242,410 shares
    Change vs previous 13F -184 shares

    0.48% of the 13F portfolio, value $7,437,140.

    13F-HR 0001773830-26-000002 filed by PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 242,594 shares
    Change vs previous 13F -8,980 shares

    0.42% of the 13F portfolio, value $6,654,343.

    13F-HR 0001773830-26-000001 filed by PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 251,574 shares
    Change vs previous 13F -8,554 shares

    0.45% of the 13F portfolio, value $6,867,960.

    13F-HR 0001773830-25-000002 filed by PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 260,128 shares
    Change vs previous 13F -6,406 shares

    0.48% of the 13F portfolio, value $6,893,394.

    13F-HR 0001085146-25-003807 filed by PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 266,534 shares
    Change vs previous 13F +5,096 shares

    0.56% of the 13F portfolio, value $7,452,298.

    13F-HR 0001085146-25-002125 filed by PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 261,438 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $7,142,497.

    13F-HR 0001085146-25-000347 filed by PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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