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ROMAN BUTLER FULLERTON & CO: SCHD position timeline

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

ROMAN BUTLER FULLERTON & CO held 159,895 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,895 shares
    Change vs previous 13F -11,281 shares

    1.24% of the 13F portfolio, value $5,206,179.

    13F-HR 0000733444-26-000008 filed by ROMAN BUTLER FULLERTON & CO
    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 171,176 shares
    Change vs previous 13F +29,946 shares

    1.45% of the 13F portfolio, value $5,282,488.

    13F-HR 0000733444-26-000004 filed by ROMAN BUTLER FULLERTON & CO
    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 141,230 shares
    Change vs previous 13F +7,862 shares

    1.08% of the 13F portfolio, value $4,119,690.

    13F-HR 0000733444-26-000002 filed by ROMAN BUTLER FULLERTON & CO
    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 133,368 shares
    Change vs previous 13F +6,851 shares

    0.96% of the 13F portfolio, value $3,566,259.

    13F-HR 0000733444-25-000004 filed by ROMAN BUTLER FULLERTON & CO
    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 126,517 shares
    Change vs previous 13F -21,019 shares

    1.02% of the 13F portfolio, value $3,456,443.

    13F-HR 0001085146-25-004331 filed by ROMAN BUTLER FULLERTON & CO
    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 147,536 shares
    Change vs previous 13F +18,591 shares

    1.46% of the 13F portfolio, value $3,751,846.

    13F-HR 0001085146-25-002204 filed by ROMAN BUTLER FULLERTON & CO
    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 128,945 shares
    Change vs previous 13F +5,582 shares

    1.16% of the 13F portfolio, value $3,668,487.

    13F-HR 0001085146-25-000640 filed by ROMAN BUTLER FULLERTON & CO
    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 123,363 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $3,524,487.

    13F-HR 0001085146-24-005206 filed by ROMAN BUTLER FULLERTON & CO
    Filed (acceptance time not in the bulk data set), ingested

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