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SIGMA INVESTMENT COUNSELORS INC: SCHD position timeline

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

SIGMA INVESTMENT COUNSELORS INC held 17,662 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,662 shares
    Change vs previous 13F -29 shares

    0.03% of the 13F portfolio, value $560,067.

    13F-HR 0001085163-26-000003 filed by SIGMA INVESTMENT COUNSELORS 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 17,691 shares
    Change vs previous 13F -1,637 shares

    0.03% of the 13F portfolio, value $542,776.

    13F-HR 0001085163-26-000002 filed by SIGMA INVESTMENT COUNSELORS 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 19,328 shares
    Change vs previous 13F -69 shares

    0.03% of the 13F portfolio, value $530,163.

    13F-HR 0001085163-26-000001 filed by SIGMA INVESTMENT COUNSELORS 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 19,397 shares
    Change vs previous 13F -2,846 shares

    0.03% of the 13F portfolio, value $529,540.

    13F-HR 0001085163-25-000002 filed by SIGMA INVESTMENT COUNSELORS 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 22,243 shares
    Change vs previous 13F +1,648 shares

    0.03% of the 13F portfolio, value $589,429.

    13F-HR 0001085146-25-004267 filed by SIGMA INVESTMENT COUNSELORS 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 20,595 shares
    Change vs previous 13F -2,041 shares

    0.04% of the 13F portfolio, value $575,830.

    13F-HR 0001085146-25-002459 filed by SIGMA INVESTMENT COUNSELORS 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 22,636 shares
    Change vs previous 13F +15,039 shares

    0.04% of the 13F portfolio, value $618,416.

    13F-HR 0001085146-25-000734 filed by SIGMA INVESTMENT COUNSELORS 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 7,597 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $642,176.

    13F-HR 0001085146-24-005088 filed by SIGMA INVESTMENT COUNSELORS INC
    Filed (acceptance time not in the bulk data set), ingested

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