Skip to content
Disclosery

Roundview Capital LLC: SCHD position timeline

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

Roundview Capital LLC held 146,290 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,290 shares
    Change vs previous 13F +10,406 shares

    0.25% of the 13F portfolio, value $4,638,861.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 135,884 shares
    Change vs previous 13F +3,309 shares

    0.26% of the 13F portfolio, value $4,168,926.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 132,575 shares
    Change vs previous 13F -6,691 shares

    0.22% of the 13F portfolio, value $3,636,537.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 139,266 shares
    Change vs previous 13F +3,119 shares

    0.24% of the 13F portfolio, value $3,801,966.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 136,147 shares
    Change vs previous 13F -4,776 shares

    0.24% of the 13F portfolio, value $3,607,890.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 140,923 shares
    Change vs previous 13F -2,462 shares

    0.28% of the 13F portfolio, value $3,940,201.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 143,385 shares
    Change vs previous 13F +93,787 shares

    0.27% of the 13F portfolio, value $3,917,273.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 49,598 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,192,521.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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