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SCOTIA CAPITAL INC.: SCHD position timeline

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

SCOTIA CAPITAL INC. held 540,267 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 540,267 shares
    Change vs previous 13F +21,761 shares

    0.06% of the 13F portfolio, value $17,131,866.

    13F-HR 0001335644-26-000003 filed by SCOTIA CAPITAL INC.
    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 518,506 shares
    Change vs previous 13F -6,263 shares

    0.07% of the 13F portfolio, value $15,907,763.

    13F-HR 0001335644-26-000002 filed by SCOTIA CAPITAL INC.
    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 524,769 shares
    Change vs previous 13F -15,620 shares

    0.06% of the 13F portfolio, value $14,394,408.

    13F-HR 0001335644-26-000001 filed by SCOTIA CAPITAL INC.
    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 540,389 shares
    Change vs previous 13F +5,478 shares

    0.06% of the 13F portfolio, value $14,752,612.

    13F-HR 0001335644-25-000004 filed by SCOTIA CAPITAL INC.
    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 534,911 shares
    Change vs previous 13F +22,552 shares

    0.07% of the 13F portfolio, value $14,175,152.

    13F-HR 0001085146-25-004980 filed by SCOTIA CAPITAL INC.
    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 512,359 shares
    Change vs previous 13F +151,598 shares

    0.08% of the 13F portfolio, value $14,325,561.

    13F-HR 0001085146-25-002858 filed by SCOTIA CAPITAL INC.
    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 360,761 shares
    Change vs previous 13F +241,761 shares

    0.05% of the 13F portfolio, value $9,855,996.

    13F-HR 0001085146-25-001198 filed by SCOTIA CAPITAL INC.
    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 119,000 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $10,059,071.

    13F-HR 0001085146-24-005595 filed by SCOTIA CAPITAL INC.
    Filed (acceptance time not in the bulk data set), ingested

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