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PPS&V ASSET MANAGEMENT CONSULTANTS, INC.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PPS&V ASSET MANAGEMENT CONSULTANTS, INC. on SCHD, newest first. How the timeline and the estimate are built.

PPS&V ASSET MANAGEMENT CONSULTANTS, INC. held 313,441 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 313,441 shares
    Change vs previous 13F -3,872 shares

    5.52% of the 13F portfolio, value $10,196,235.

    13F-HR 0001936380-26-000005 filed by PPS&V ASSET MANAGEMENT CONSULTANTS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 317,313 shares
    Change vs previous 13F +8,394 shares

    5.43% of the 13F portfolio, value $10,062,011.

    13F-HR 0001936380-26-000004 filed by PPS&V ASSET MANAGEMENT CONSULTANTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 308,919 shares
    Change vs previous 13F -359 shares

    5.79% of the 13F portfolio, value $9,477,650.

    13F-HR 0001936380-26-000003 filed by PPS&V ASSET MANAGEMENT CONSULTANTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 309,278 shares
    Change vs previous 13F +9,679 shares

    4.92% of the 13F portfolio, value $8,483,509.

    13F-HR 0001936380-26-000001 filed by PPS&V ASSET MANAGEMENT CONSULTANTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 299,599 shares
    Change vs previous 13F +13,121 shares

    4.72% of the 13F portfolio, value $8,179,066.

    13F-HR 0001936380-25-000006 filed by PPS&V ASSET MANAGEMENT CONSULTANTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 286,478 shares
    Change vs previous 13F +17,707 shares

    4.79% of the 13F portfolio, value $7,591,680.

    13F-HR 0001936380-25-000004 filed by PPS&V ASSET MANAGEMENT CONSULTANTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 268,771 shares
    Change vs previous 13F -48 shares

    5.45% of the 13F portfolio, value $7,514,851.

    13F-HR 0001936380-25-000003 filed by PPS&V ASSET MANAGEMENT CONSULTANTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 268,819 shares
    Change vs previous 13F not available

    4.96% of the 13F portfolio, value $7,344,122.

    13F-HR 0001936380-25-000001 filed by PPS&V ASSET MANAGEMENT CONSULTANTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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