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ROVIN CAPITAL /UT/ /ADV: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROVIN CAPITAL /UT/ /ADV on SCHD, newest first. How the timeline and the estimate are built.

ROVIN CAPITAL /UT/ /ADV held 222,178 SCHD shares at 2025-12-31 per its 13F-HR filed 2026-02-09.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 222,178 shares
    Change vs previous 13F +3,479 shares

    1.62% of the 13F portfolio, value $6,094,000.

    13F-HR 0001059057-26-000001 filed by ROVIN CAPITAL /UT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F/A 218,699 shares
    Change vs previous 13F -7,892 shares

    1.65% of the 13F portfolio, value $5,970,000.

    13F-HR/A 0001059057-25-000007 filed by ROVIN CAPITAL /UT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 226,591 shares
    Change vs previous 13F +10,179 shares

    1.82% of the 13F portfolio, value $6,005,000.

    13F-HR 0001059057-25-000003 filed by ROVIN CAPITAL /UT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 216,412 shares
    Change vs previous 13F +9,072 shares

    1.95% of the 13F portfolio, value $6,051,000.

    13F-HR 0001059057-25-000002 filed by ROVIN CAPITAL /UT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 207,340 shares
    Change vs previous 13F +150,859 shares

    2.04% of the 13F portfolio, value $5,665,000.

    13F-HR 0001059057-25-000001 filed by ROVIN CAPITAL /UT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 56,481 shares
    Change vs previous 13F +2,081 shares

    1.77% of the 13F portfolio, value $4,774,000.

    13F-HR 0001059057-24-000004 filed by ROVIN CAPITAL /UT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 54,400 shares
    Change vs previous 13F +17,582 shares

    1.76% of the 13F portfolio, value $4,230,000.

    13F-HR 0001059057-24-000003 filed by ROVIN CAPITAL /UT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 36,818 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,969,000.

    13F-HR 0001059057-24-000002 filed by ROVIN CAPITAL /UT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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