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Disclosery

Sandy Spring Bank: SCHD position timeline

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

Sandy Spring Bank held 105,105 SCHD shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 105,105 shares
    Change vs previous 13F -1,762 shares

    0.12% of the 13F portfolio, value $2,938,738.

    13F-HR 0001104659-25-047269 filed by Sandy Spring Bank
    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 106,867 shares
    Change vs previous 13F +72,724 shares

    0.12% of the 13F portfolio, value $2,919,594.

    13F-HR 0001104659-25-011212 filed by Sandy Spring Bank
    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 34,143 shares
    Change vs previous 13F -375 shares

    0.12% of the 13F portfolio, value $2,886,145.

    13F-HR 0001104659-24-111312 filed by Sandy Spring Bank
    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 34,518 shares
    Change vs previous 13F +5,500 shares

    0.12% of the 13F portfolio, value $2,684,095.

    13F-HR 0001104659-24-086115 filed by Sandy Spring Bank
    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 29,018 shares
    Change vs previous 13F +6,035 shares

    0.11% of the 13F portfolio, value $2,339,687.

    13F-HR 0001104659-24-058460 filed by Sandy Spring Bank
    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 22,983 shares
    Change vs previous 13F +1,864 shares

    0.09% of the 13F portfolio, value $1,749,703.

    13F-HR 0001104659-24-007169 filed by Sandy Spring Bank
    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 21,119 shares
    Change vs previous 13F +9,472 shares

    0.08% of the 13F portfolio, value $1,494,391.

    13F-HR 0001104659-23-112435 filed by Sandy Spring Bank
    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 11,647 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $845,834.

    13F-HR 0001104659-23-087797 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

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