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Sachetta, LLC: SCHD position timeline

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

Sachetta, LLC held 134,733 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,733 shares
    Change vs previous 13F +10,047 shares

    2.08% of the 13F portfolio, value $4,272,398.

    13F-HR 0001398344-26-012149 filed by Sachetta, 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 124,686 shares
    Change vs previous 13F +136 shares

    2.07% of the 13F portfolio, value $3,825,363.

    13F-HR 0001398344-26-008098 filed by Sachetta, 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 124,550 shares
    Change vs previous 13F +2,948 shares

    1.87% of the 13F portfolio, value $3,416,412.

    13F-HR 0001398344-26-001820 filed by Sachetta, 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 121,602 shares
    Change vs previous 13F -4,608 shares

    1.24% of the 13F portfolio, value $3,319,736.

    13F-HR 0001398344-25-019719 filed by Sachetta, 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 126,210 shares
    Change vs previous 13F -1,430 shares

    1.32% of the 13F portfolio, value $3,344,556.

    13F-HR 0001398344-25-013570 filed by Sachetta, 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 127,640 shares
    Change vs previous 13F +2,931 shares

    1.46% of the 13F portfolio, value $3,568,828.

    13F-HR 0001398344-25-008599 filed by Sachetta, 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 124,709 shares
    Change vs previous 13F +84,841 shares

    1.34% of the 13F portfolio, value $3,407,057.

    13F-HR 0001398344-25-000831 filed by Sachetta, 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 39,868 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $3,370,050.

    13F-HR 0001398344-24-020270 filed by Sachetta, LLC
    Filed (acceptance time not in the bulk data set), ingested

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