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Disclosery

Samalin Investment Counsel, LLC: SCHD position timeline

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

Samalin Investment Counsel, LLC held 112,607 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,607 shares
    Change vs previous 13F +47,802 shares

    1.14% of the 13F portfolio, value $3,570,774.

    13F-HR 0002085853-26-000877 filed by Samalin Investment Counsel, 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 64,805 shares
    Change vs previous 13F +54,607 shares

    0.7% of the 13F portfolio, value $1,988,224.

    13F-HR 0002085853-26-000457 filed by Samalin Investment Counsel, 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 10,198 shares
    Change vs previous 13F +99 shares

    0.1% of the 13F portfolio, value $279,724.

    13F-HR 0002085853-26-000149 filed by Samalin Investment Counsel, 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 10,099 shares
    Change vs previous 13F -92 shares

    0.1% of the 13F portfolio, value $275,705.

    13F-HR 0002085853-25-000190 filed by Samalin Investment Counsel, 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 10,191 shares
    Change vs previous 13F +97 shares

    0.1% of the 13F portfolio, value $270,076.

    13F-HR 0001172661-25-002954 filed by Samalin Investment Counsel, 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 10,094 shares
    Change vs previous 13F +87 shares

    0.11% of the 13F portfolio, value $282,253.

    13F-HR 0001172661-25-001910 filed by Samalin Investment Counsel, 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 10,007 shares
    Change vs previous 13F +6,701 shares

    0.12% of the 13F portfolio, value $273,397.

    13F-HR 0001172661-25-000656 filed by Samalin Investment Counsel, 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 3,306 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $279,414.

    13F-HR 0001172661-24-004595 filed by Samalin Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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