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Princeton Global Asset Management LLC: SCHD position timeline

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

Princeton Global Asset Management LLC held 42,950 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,950 shares
    Change vs previous 13F -23,584 shares

    0.2% of the 13F portfolio, value $1,361,943.

    13F-HR 0001767349-26-000003 filed by Princeton Global Asset Management 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 66,534 shares
    Change vs previous 13F -36,390 shares

    0.33% of the 13F portfolio, value $2,041,251.

    13F-HR 0001767349-26-000002 filed by Princeton Global Asset Management 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 102,924 shares
    Change vs previous 13F +5,815 shares

    0.46% of the 13F portfolio, value $2,823,202.

    13F-HR 0001767349-26-000001 filed by Princeton Global Asset Management 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 97,109 shares
    Change vs previous 13F -1,994 shares

    0.44% of the 13F portfolio, value $2,651,081.

    13F-HR 0001767349-25-000007 filed by Princeton Global Asset Management 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 99,103 shares
    Change vs previous 13F -2,213 shares

    0.48% of the 13F portfolio, value $2,626,233.

    13F-HR 0001767349-25-000004 filed by Princeton Global Asset Management 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 101,316 shares
    Change vs previous 13F -70 shares

    0.56% of the 13F portfolio, value $2,832,799.

    13F-HR 0001767349-25-000003 filed by Princeton Global Asset Management 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 101,386 shares
    Change vs previous 13F +66,930 shares

    0.52% of the 13F portfolio, value $2,769,870.

    13F-HR 0001767349-25-000001 filed by Princeton Global Asset Management 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 34,456 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,912,578.

    13F-HR 0001767349-24-000006 filed by Princeton Global Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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