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Disclosery

Saxony Capital Management, LLC: SCHD position timeline

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

Saxony Capital Management, LLC held 24,184 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,184 shares
    Change vs previous 13F +15,845 shares

    0.35% of the 13F portfolio, value $766,884.

    13F-HR 0001561330-26-000004 filed by Saxony Capital Management, 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 8,339 shares
    Change vs previous 13F +8,339 shares

    0.15% of the 13F portfolio, value $255,828.

    13F-HR 0001561330-26-000003 filed by Saxony Capital Management, 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 0 shares
    Change vs previous 13F -7,911 shares

    13F-HR 0001561330-26-000001 filed by Saxony Capital Management, 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.

  4. period ended2025-09-30
    13F 7,911 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $215,982.

    13F-HR 0001561330-25-000005 filed by Saxony Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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