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Disclosery

Ransom Advisory, Ltd: SCHD position timeline

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

Ransom Advisory, Ltd held 41,680 SCHD shares at 2025-12-31 per its 13F-HR filed 2026-01-06.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 41,680 shares
    Change vs previous 13F +41,680 shares

    0.45% of the 13F portfolio, value $1,143,285.

    13F-HR 0002065136-26-000001 filed by Ransom Advisory, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -27,067 shares

    13F-HR 0002065136-25-000003 filed by Ransom Advisory, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 27,067 shares
    Change vs previous 13F +18,798 shares

    0.34% of the 13F portfolio, value $739,458.

    13F-HR 0002065136-26-000005 filed by Ransom Advisory, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 8,269 shares
    Change vs previous 13F +1,006 shares

    0.33% of the 13F portfolio, value $699,008.

    13F-HR 0002065136-26-000004 filed by Ransom Advisory, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 7,263 shares
    Change vs previous 13F -50 shares

    0.28% of the 13F portfolio, value $564,775.

    13F-HR 0002065136-26-000003 filed by Ransom Advisory, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 7,313 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $589,652.

    13F-HR 0002065136-26-000002 filed by Ransom Advisory, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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