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Disclosery

PFG Investments, LLC: SCHD position timeline

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

PFG Investments, LLC held 217,937 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 217,937 shares
    Change vs previous 13F +10,807 shares

    0.27% of the 13F portfolio, value $6,910,775.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 207,130 shares
    Change vs previous 13F +17,987 shares

    0.3% of the 13F portfolio, value $6,354,759.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 189,143 shares
    Change vs previous 13F +7,682 shares

    0.24% of the 13F portfolio, value $5,188,203.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 181,461 shares
    Change vs previous 13F +8,903 shares

    0.26% of the 13F portfolio, value $4,953,882.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 172,558 shares
    Change vs previous 13F +12,691 shares

    0.27% of the 13F portfolio, value $4,572,779.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 159,867 shares
    Change vs previous 13F +12,802 shares

    0.29% of the 13F portfolio, value $4,469,891.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 147,065 shares
    Change vs previous 13F +121,167 shares

    0.25% of the 13F portfolio, value $4,017,826.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 25,898 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,189,125.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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