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Disclosery

SCS Capital Management LLC: SCHD position timeline

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

SCS Capital Management LLC held 247,482 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,482 shares
    Change vs previous 13F -11,877 shares

    0.07% of the 13F portfolio, value $7,847,646.

    13F-HR 0001303159-26-000003 filed by SCS 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 259,359 shares
    Change vs previous 13F +9 shares

    0.08% of the 13F portfolio, value $7,957,144.

    13F-HR 0001303159-26-000002 filed by SCS 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 259,350 shares
    Change vs previous 13F -6,613 shares

    0.08% of the 13F portfolio, value $7,113,965.

    13F-HR 0001303159-26-000001 filed by SCS Capital Management 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 265,963 shares
    Change vs previous 13F -12,850 shares

    0.08% of the 13F portfolio, value $7,260,777.

    13F-HR 0001303159-25-000012 filed by SCS Capital Management 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 278,813 shares
    Change vs previous 13F -22,967 shares

    0.08% of the 13F portfolio, value $7,388,540.

    13F-HR 0001303159-25-000004 filed by SCS Capital Management 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/A 301,780 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,437,768.

    13F-HR/A 0001303159-25-000003 filed by SCS Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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