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Raab & Moskowitz Asset Management LLC: SCHD position timeline

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

Raab & Moskowitz Asset Management LLC held 198,228 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,228 shares
    Change vs previous 13F +51,413 shares

    1.26% of the 13F portfolio, value $6,285,808.

    13F-HR 0001172661-26-002860 filed by Raab & Moskowitz 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 146,815 shares
    Change vs previous 13F +45,837 shares

    1% of the 13F portfolio, value $4,504,288.

    13F-HR 0001172661-26-002433 filed by Raab & Moskowitz 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 100,978 shares
    Change vs previous 13F +10,693 shares

    0.61% of the 13F portfolio, value $2,769,830.

    13F-HR 0001172661-26-000221 filed by Raab & Moskowitz 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 90,285 shares
    Change vs previous 13F +20,126 shares

    0.55% of the 13F portfolio, value $2,464,775.

    13F-HR 0001172661-25-005201 filed by Raab & Moskowitz 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 70,159 shares
    Change vs previous 13F +2,491 shares

    0.44% of the 13F portfolio, value $1,859,219.

    13F-HR 0001172661-25-003142 filed by Raab & Moskowitz 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 67,668 shares
    Change vs previous 13F +809 shares

    0.48% of the 13F portfolio, value $1,892,006.

    13F-HR 0001172661-25-001920 filed by Raab & Moskowitz 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 66,859 shares
    Change vs previous 13F +43,729 shares

    0.45% of the 13F portfolio, value $1,826,595.

    13F-HR 0001172661-25-000410 filed by Raab & Moskowitz 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 23,130 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,955,195.

    13F-HR 0001172661-24-005340 filed by Raab & Moskowitz Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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