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Peregrine Asset Advisers, Inc.: SCHD position timeline

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

Peregrine Asset Advisers, Inc. held 114,431 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,431 shares
    Change vs previous 13F +17,334 shares

    0.79% of the 13F portfolio, value $3,628,594.

    13F-HR 0001941040-26-000541 filed by Peregrine Asset Advisers, Inc.
    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 97,097 shares
    Change vs previous 13F +22,522 shares

    0.8% of the 13F portfolio, value $2,978,945.

    13F-HR 0001941040-26-000260 filed by Peregrine Asset Advisers, Inc.
    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 74,575 shares
    Change vs previous 13F +17 shares

    0.58% of the 13F portfolio, value $2,045,601.

    13F-HR 0001941040-26-000064 filed by Peregrine Asset Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 74,558 shares
    Change vs previous 13F -524 shares

    0.61% of the 13F portfolio, value $2,035,443.

    13F-HR 0001941040-25-000591 filed by Peregrine Asset Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 75,082 shares
    Change vs previous 13F +27,285 shares

    0.62% of the 13F portfolio, value $1,989,682.

    13F-HR 0001941040-25-000421 filed by Peregrine Asset Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 47,797 shares
    Change vs previous 13F +38,029 shares

    0.5% of the 13F portfolio, value $1,336,413.

    13F-HR 0001941040-25-000259 filed by Peregrine Asset Advisers, Inc.
    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 9,768 shares
    Change vs previous 13F +6,530 shares

    0.1% of the 13F portfolio, value $266,862.

    13F-HR 0001941040-25-000050 filed by Peregrine Asset Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,238 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $273,708.

    13F-HR 0001941040-24-000465 filed by Peregrine Asset Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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