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RHS Financial, LLC: SCHD position timeline

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

RHS Financial, LLC held 36,758 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,758 shares
    Change vs previous 13F -4,250 shares

    0.47% of the 13F portfolio, value $1,165,596.

    13F-HR 0001766514-26-000004 filed by RHS Financial, 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 41,008 shares
    Change vs previous 13F -444 shares

    0.6% of the 13F portfolio, value $1,258,139.

    13F-HR 0001766514-26-000002 filed by RHS Financial, 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 41,452 shares
    Change vs previous 13F -2,707 shares

    0.56% of the 13F portfolio, value $1,137,022.

    13F-HR 0001766514-26-000001 filed by RHS Financial, 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 44,159 shares
    Change vs previous 13F -1,809 shares

    0.63% of the 13F portfolio, value $1,205,537.

    13F-HR 0001766514-25-000002 filed by RHS Financial, 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 45,968 shares
    Change vs previous 13F -4,131 shares

    0.69% of the 13F portfolio, value $1,218,144.

    13F-HR 0001085146-25-004165 filed by RHS Financial, 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 50,099 shares
    Change vs previous 13F -8,838 shares

    0.79% of the 13F portfolio, value $1,400,758.

    13F-HR 0001085146-25-002175 filed by RHS Financial, 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 58,937 shares
    Change vs previous 13F +38,378 shares

    0.83% of the 13F portfolio, value $1,610,153.

    13F-HR 0001085146-25-000457 filed by RHS Financial, 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 20,559 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,737,810.

    13F-HR 0001085146-24-005286 filed by RHS Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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