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Disclosery

Rather & Kittrell, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rather & Kittrell, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Rather & Kittrell, Inc. held 24,872 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,872 shares
    Change vs previous 13F -13,489 shares

    0.11% of the 13F portfolio, value $788,691.

    13F-HR 0001172661-26-003311 filed by Rather & Kittrell, Inc.
    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 38,361 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,176,915.

    13F-HR 0001172661-26-001726 filed by Rather & Kittrell, Inc.
    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 38,361 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,052,242.

    13F-HR 0001172661-26-000344 filed by Rather & Kittrell, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 38,361 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,047,255.

    13F-HR 0001172661-25-004468 filed by Rather & Kittrell, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 38,361 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,016,567.

    13F-HR 0001172661-25-003065 filed by Rather & Kittrell, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 38,361 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,072,574.

    13F-HR 0001172661-25-002186 filed by Rather & Kittrell, Inc.
    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 38,361 shares
    Change vs previous 13F +25,574 shares

    0.25% of the 13F portfolio, value $1,048,023.

    13F-HR 0001172661-25-000847 filed by Rather & Kittrell, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 12,787 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,080,885.

    13F-HR/A 0001172661-25-000461 filed by Rather & Kittrell, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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