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Disclosery

SevenBridge Financial Group, LLC: SCHD position timeline

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

SevenBridge Financial Group, LLC held 245,554 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 245,554 shares
    Change vs previous 13F -9,160 shares

    1.22% of the 13F portfolio, value $8,324,294.

    13F-HR 0001951757-26-001245 filed by SevenBridge Financial Group, 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 254,714 shares
    Change vs previous 13F -8,196 shares

    1.24% of the 13F portfolio, value $7,898,693.

    13F-HR 0001951757-26-000718 filed by SevenBridge Financial Group, 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 262,910 shares
    Change vs previous 13F -14,798 shares

    1.23% of the 13F portfolio, value $7,671,716.

    13F-HR 0001951757-26-000336 filed by SevenBridge Financial Group, 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 277,708 shares
    Change vs previous 13F -45,035 shares

    1.24% of the 13F portfolio, value $7,550,893.

    13F-HR 0001951757-25-001420 filed by SevenBridge Financial Group, 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 322,743 shares
    Change vs previous 13F -23,620 shares

    1.54% of the 13F portfolio, value $8,746,346.

    13F-HR 0001951757-25-001137 filed by SevenBridge Financial Group, 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 346,363 shares
    Change vs previous 13F -84,271 shares

    1.8% of the 13F portfolio, value $9,154,363.

    13F-HR 0001951757-25-000553 filed by SevenBridge Financial Group, 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 430,634 shares
    Change vs previous 13F -1,705 shares

    2.27% of the 13F portfolio, value $12,001,767.

    13F-HR 0001951757-25-000246 filed by SevenBridge Financial Group, 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 432,339 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $12,606,984.

    13F-HR 0001951757-24-001199 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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