Phil A. Younker & Associates, Ltd.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phil A. Younker & Associates, Ltd. on SCHD, newest first. How the timeline and the estimate are built.

Phil A. Younker & Associates, Ltd. held 342,607 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 342,607 shares
Change vs previous 13F +68,115 shares
7.32% of the 13F portfolio, value $10,864,079.
13F-HR 0002063364-26-000281 filed by Phil A. Younker & Associates, Ltd.
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 274,492 shares
Change vs previous 13F +11,445 shares
5.62% of the 13F portfolio, value $8,421,410.
13F-HR 0002063364-26-000109 filed by Phil A. Younker & Associates, Ltd.
Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 263,047 shares
Change vs previous 13F +383 shares
5.03% of the 13F portfolio, value $7,215,389.
13F-HR 0002063364-26-000033 filed by Phil A. Younker & Associates, Ltd.
Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 262,664 shares
Change vs previous 13F +82,656 shares
5.49% of the 13F portfolio, value $7,170,720.
13F-HR 0002063364-25-000258 filed by Phil A. Younker & Associates, Ltd.
Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 180,008 shares
Change vs previous 13F +61 shares
4.7% of the 13F portfolio, value $4,770,216.
13F-HR 0002063364-25-000139 filed by Phil A. Younker & Associates, Ltd.
Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 179,947 shares
Change vs previous 13F -570 shares
4.95% of the 13F portfolio, value $5,031,305.
13F-HR 0002063364-25-000069 filed by Phil A. Younker & Associates, Ltd.
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 180,517 shares
Change vs previous 13F not available
4.93% of the 13F portfolio, value $4,931,724.
13F-HR 0002063364-25-000006 filed by Phil A. Younker & Associates, Ltd.
Filed 2025-04-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).