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Disclosery

Rice Partnership, LLC: SCHD position timeline

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

Rice Partnership, LLC held 5,160 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,160 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $163,624.

    13F-HR 0001398344-26-013053 filed by Rice Partnership, 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 5,160 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $158,309.

    13F-HR 0001398344-26-008699 filed by Rice Partnership, 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 5,160 shares
    Change vs previous 13F -10,329 shares

    0.02% of the 13F portfolio, value $141,539.

    13F-HR 0001398344-26-002649 filed by Rice Partnership, 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 15,489 shares
    Change vs previous 13F +5,160 shares

    0.06% of the 13F portfolio, value $422,844.

    13F-HR 0001398344-25-020660 filed by Rice Partnership, 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 10,329 shares
    Change vs previous 13F -777 shares

    0.05% of the 13F portfolio, value $273,713.

    13F-HR 0001398344-25-013670 filed by Rice Partnership, 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 11,106 shares
    Change vs previous 13F -1,073 shares

    0.06% of the 13F portfolio, value $310,518.

    13F-HR 0001398344-25-008043 filed by Rice Partnership, 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 12,179 shares
    Change vs previous 13F +7,384 shares

    0.06% of the 13F portfolio, value $332,724.

    13F-HR 0001398344-25-001044 filed by Rice Partnership, 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 4,795 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $405,303.

    13F-HR 0001398344-24-020619 filed by Rice Partnership, LLC
    Filed (acceptance time not in the bulk data set), ingested

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