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Disclosery

Safeguard Financial, LLC: SCHD position timeline

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

Safeguard Financial, LLC held 67,890 SCHD shares at 2025-03-31 per its 13F-HR filed 2025-04-11.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 67,890 shares
    Change vs previous 13F +1,134 shares

    0.42% of the 13F portfolio, value $1,898,205.

    13F-HR 0001754960-25-000176 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 66,756 shares
    Change vs previous 13F +47,239 shares

    0.4% of the 13F portfolio, value $1,823,785.

    13F-HR 0001754960-25-000017 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 19,517 shares
    Change vs previous 13F +2,057 shares

    0.39% of the 13F portfolio, value $1,649,805.

    13F-HR 0001754960-24-000498 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 17,460 shares
    Change vs previous 13F +1,256 shares

    0.38% of the 13F portfolio, value $1,357,651.

    13F-HR 0001754960-24-000405 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 16,204 shares
    Change vs previous 13F +276 shares

    0.43% of the 13F portfolio, value $1,306,568.

    13F-HR 0001754960-24-000109 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 15,928 shares
    Change vs previous 13F -106 shares

    0.46% of the 13F portfolio, value $1,212,591.

    13F-HR 0001754960-24-000067 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 16,034 shares
    Change vs previous 13F +2,679 shares

    0.55% of the 13F portfolio, value $1,134,570.

    13F-HR 0001754960-23-000304 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 13,355 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $969,000.

    13F-HR 0001922498-23-000003 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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