Sand Hill Global Advisors, LLC: SCHD position timeline

Sand Hill Global Advisors, LLC held 0 SCHD shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -33,073 shares

   13F-HR 0001580642-25-007219 filed by Sand Hill Global Advisors, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 33,073 shares

   Change vs previous 13F +4,557 shares

   0.03% of the 13F portfolio, value $876,443.

   13F-HR 0001580642-25-005122 filed by Sand Hill Global Advisors, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 28,516 shares

   Change vs previous 13F -1,385 shares

   0.03% of the 13F portfolio, value $797,307.

   13F-HR 0001580642-25-003091 filed by Sand Hill Global Advisors, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 29,901 shares

   Change vs previous 13F +19,934 shares

   0.03% of the 13F portfolio, value $816,895.

   13F-HR 0001580642-25-000976 filed by Sand Hill Global Advisors, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 9,967 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $842,511.

   13F-HR 0001580642-24-006890 filed by Sand Hill Global Advisors, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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