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Disclosery

Platform Technology Partners: SCHD position timeline

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

Platform Technology Partners held 409,809 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 409,809 shares
    Change vs previous 13F +28,223 shares

    2.13% of the 13F portfolio, value $12,995,038.

    13F-HR 0001830817-26-000003 filed by Platform Technology Partners
    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 381,586 shares
    Change vs previous 13F +30,934 shares

    2.26% of the 13F portfolio, value $11,707,051.

    13F-HR 0001830817-26-000002 filed by Platform Technology Partners
    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 350,652 shares
    Change vs previous 13F +27,926 shares

    2.05% of the 13F portfolio, value $9,618,391.

    13F-HR 0001830817-26-000001 filed by Platform Technology Partners
    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 322,726 shares
    Change vs previous 13F +12,801 shares

    2.11% of the 13F portfolio, value $8,810,415.

    13F-HR 0001830817-25-000008 filed by Platform Technology Partners
    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 309,925 shares
    Change vs previous 13F +9,872 shares

    2.14% of the 13F portfolio, value $8,213,018.

    13F-HR 0001830817-25-000005 filed by Platform Technology Partners
    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 300,053 shares
    Change vs previous 13F +21,671 shares

    2.44% of the 13F portfolio, value $8,389,485.

    13F-HR 0001830817-25-000002 filed by Platform Technology Partners
    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 278,382 shares
    Change vs previous 13F +194,152 shares

    2.3% of the 13F portfolio, value $7,605,405.

    13F-HR 0001830817-25-000001 filed by Platform Technology Partners
    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 84,230 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $7,119,933.

    13F-HR 0001830817-24-000004 filed by Platform Technology Partners
    Filed (acceptance time not in the bulk data set), ingested

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