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Disclosery

Sigma Planning Corp: SCHD position timeline

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

Sigma Planning Corp held 924,059 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 924,059 shares
    Change vs previous 13F +54,192 shares

    0.74% of the 13F portfolio, value $29,301,921.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 869,867 shares
    Change vs previous 13F +36,626 shares

    0.74% of the 13F portfolio, value $26,687,506.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 833,241 shares
    Change vs previous 13F +19,272 shares

    0.62% of the 13F portfolio, value $22,438,123.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 813,969 shares
    Change vs previous 13F -81,099 shares

    0.63% of the 13F portfolio, value $22,221,356.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 895,068 shares
    Change vs previous 13F +12,224 shares

    0.71% of the 13F portfolio, value $23,719,287.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 882,844 shares
    Change vs previous 13F -24,697 shares

    0.79% of the 13F portfolio, value $24,684,303.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 907,541 shares
    Change vs previous 13F +610,938 shares

    0.78% of the 13F portfolio, value $24,794,006.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 296,603 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $25,071,844.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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