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Pflug Koory, LLC: SCHD position timeline

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

Pflug Koory, LLC held 19,974 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,974 shares
    Change vs previous 13F +353 shares

    0.25% of the 13F portfolio, value $633,375.

    13F-HR 0001740063-26-000003 filed by Pflug Koory, 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 19,621 shares
    Change vs previous 13F +291 shares

    0.28% of the 13F portfolio, value $601,981.

    13F-HR 0001740063-26-000002 filed by Pflug Koory, 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 19,330 shares
    Change vs previous 13F +75 shares

    0.25% of the 13F portfolio, value $530,210.

    13F-HR 0001740063-26-000001 filed by Pflug Koory, 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 19,255 shares
    Change vs previous 13F +1,777 shares

    0.25% of the 13F portfolio, value $525,670.

    13F-HR 0001740063-25-000006 filed by Pflug Koory, 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 17,478 shares
    Change vs previous 13F +2,635 shares

    0.24% of the 13F portfolio, value $463,156.

    13F-HR 0001740063-25-000005 filed by Pflug Koory, 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 14,843 shares
    Change vs previous 13F -1,519 shares

    0.23% of the 13F portfolio, value $415,002.

    13F-HR 0001740063-25-000004 filed by Pflug Koory, 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 16,362 shares
    Change vs previous 13F +10,911 shares

    0.23% of the 13F portfolio, value $447,019.

    13F-HR 0001740063-25-000002 filed by Pflug Koory, 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 5,451 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $460,777.

    13F-HR 0001740063-25-000001 filed by Pflug Koory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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