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Per Stirling Capital Management, LLC.: SCHD position timeline

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

Per Stirling Capital Management, LLC. held 452,483 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 452,483 shares
    Change vs previous 13F +30,309 shares

    1.37% of the 13F portfolio, value $14,348,230.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, 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 422,174 shares
    Change vs previous 13F +161,891 shares

    1.43% of the 13F portfolio, value $12,952,300.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, 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 260,283 shares
    Change vs previous 13F -2,127 shares

    0.8% of the 13F portfolio, value $7,139,550.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, 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 262,410 shares
    Change vs previous 13F +10,087 shares

    0.86% of the 13F portfolio, value $7,163,804.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, 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 252,323 shares
    Change vs previous 13F +5,374 shares

    0.87% of the 13F portfolio, value $6,686,549.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, 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 246,949 shares
    Change vs previous 13F -3,098 shares

    0.99% of the 13F portfolio, value $6,904,680.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, 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 250,047 shares
    Change vs previous 13F +160,404 shares

    0.97% of the 13F portfolio, value $6,831,289.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, 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 89,643 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $7,577,497.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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