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Disclosery

Second Half Financial Partners, LLC: SCHD position timeline

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

Second Half Financial Partners, LLC held 82,292 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,292 shares
    Change vs previous 13F +1,623 shares

    1.07% of the 13F portfolio, value $2,609,481.

    13F-HR 0001946654-26-000004 filed by Second Half Financial Partners, 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 80,669 shares
    Change vs previous 13F -438 shares

    1.11% of the 13F portfolio, value $2,474,927.

    13F-HR 0001946654-26-000002 filed by Second Half Financial Partners, 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 81,107 shares
    Change vs previous 13F -164 shares

    0.99% of the 13F portfolio, value $2,224,767.

    13F-HR 0001946654-26-000001 filed by Second Half Financial Partners, 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 81,271 shares
    Change vs previous 13F +1,921 shares

    0.98% of the 13F portfolio, value $2,218,700.

    13F-HR 0001946654-25-000009 filed by Second Half Financial Partners, 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 79,350 shares
    Change vs previous 13F -149,114 shares

    0.99% of the 13F portfolio, value $2,102,782.

    13F-HR 0001946654-25-000005 filed by Second Half Financial Partners, 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 228,464 shares
    Change vs previous 13F -38,212 shares

    3.17% of the 13F portfolio, value $6,387,864.

    13F-HR 0001946654-25-000002 filed by Second Half Financial Partners, 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 266,676 shares
    Change vs previous 13F +162,113 shares

    3.56% of the 13F portfolio, value $7,285,578.

    13F-HR 0001946654-25-000001 filed by Second Half Financial Partners, 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 104,563 shares
    Change vs previous 13F not available

    4.68% of the 13F portfolio, value $8,838,685.

    13F-HR 0001946654-24-000004 filed by Second Half Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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