Skip to content
Disclosery

Schaeffer Financial LLC: SCHD position timeline

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

Schaeffer Financial LLC held 482,072 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 482,072 shares
    Change vs previous 13F +21,099 shares

    11.82% of the 13F portfolio, value $15,286,490.

    13F-HR 0001705819-26-000049 filed by Schaeffer Financial 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 460,973 shares
    Change vs previous 13F +13,148 shares

    11.9% of the 13F portfolio, value $14,142,660.

    13F-HR 0001705819-26-000031 filed by Schaeffer Financial 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 447,825 shares
    Change vs previous 13F -148,768 shares

    10.72% of the 13F portfolio, value $12,283,834.

    13F-HR 0001705819-26-000018 filed by Schaeffer Financial 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 596,593 shares
    Change vs previous 13F -106,347 shares

    14.76% of the 13F portfolio, value $16,286,988.

    13F-HR 0001705819-25-000073 filed by Schaeffer Financial 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 702,940 shares
    Change vs previous 13F +14,088 shares

    18.19% of the 13F portfolio, value $18,627,898.

    13F-HR 0001705819-25-000047 filed by Schaeffer Financial 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 688,852 shares
    Change vs previous 13F +24,751 shares

    21.25% of the 13F portfolio, value $19,260,306.

    13F-HR 0001705819-25-000034 filed by Schaeffer Financial 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 664,101 shares
    Change vs previous 13F +444,670 shares

    18.1% of the 13F portfolio, value $18,143,243.

    13F-HR 0001705819-25-000014 filed by Schaeffer Financial 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 219,431 shares
    Change vs previous 13F not available

    18.84% of the 13F portfolio, value $18,548,480.

    13F-HR 0001705819-24-000060 filed by Schaeffer Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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