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Disclosery

SANDERS MORRIS HARRIS LLC: SCHD position timeline

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

SANDERS MORRIS HARRIS LLC held 175,751 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 175,751 shares
    Change vs previous 13F +175,751 shares

    0.77% of the 13F portfolio, value $5,836,690.

    13F-HR 0001053994-26-000008 filed by SANDERS MORRIS HARRIS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -64,205 shares

    13F-HR 0001053994-26-000006 filed by SANDERS MORRIS HARRIS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  3. period ended2026-03-31
    13F 64,205 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,969,809.

    13F-HR 0001053994-26-000002 filed by SANDERS MORRIS HARRIS LLC
    Filed (acceptance time not in the bulk data set), ingested

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