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Disclosery

Penney Financial, LLC: SCHD position timeline

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

Penney Financial, LLC held 293,595 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 293,595 shares
    Change vs previous 13F -14,596 shares

    3.25% of the 13F portfolio, value $9,309,899.

    13F-HR 0002049857-26-000004 filed by Penney Financial, 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 308,191 shares
    Change vs previous 13F +1,517 shares

    3.63% of the 13F portfolio, value $9,455,298.

    13F-HR 0002049857-26-000003 filed by Penney Financial, 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 306,674 shares
    Change vs previous 13F +439 shares

    3.25% of the 13F portfolio, value $8,412,066.

    13F-HR 0002049857-26-000001 filed by Penney Financial, 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 306,235 shares
    Change vs previous 13F +9,831 shares

    3.74% of the 13F portfolio, value $8,360,220.

    13F-HR 0002049857-25-000005 filed by Penney Financial, 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 296,404 shares
    Change vs previous 13F +3,657 shares

    3.99% of the 13F portfolio, value $7,854,710.

    13F-HR 0001085146-25-004055 filed by Penney Financial, 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 292,747 shares
    Change vs previous 13F +14,025 shares

    5.38% of the 13F portfolio, value $8,185,211.

    13F-HR 0001085146-25-002537 filed by Penney Financial, 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 278,722 shares
    Change vs previous 13F +188,546 shares

    5.11% of the 13F portfolio, value $7,614,689.

    13F-HR 0001085146-25-000437 filed by Penney Financial, 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 90,176 shares
    Change vs previous 13F not available

    5.2% of the 13F portfolio, value $7,622,591.

    13F-HR 0001085146-24-006105 filed by Penney Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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