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SIGNAL TREE FINANCIAL PARTNERS LLC: SCHD position timeline

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

SIGNAL TREE FINANCIAL PARTNERS LLC held 255,265 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 255,265 shares
    Change vs previous 13F +13,492 shares

    5.36% of the 13F portfolio, value $8,094,465.

    13F-HR 0001951757-26-001268 filed by SIGNAL TREE 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 241,773 shares
    Change vs previous 13F +67,914 shares

    5.6% of the 13F portfolio, value $7,417,584.

    13F-HR 0001951757-26-000870 filed by SIGNAL TREE 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 173,859 shares
    Change vs previous 13F +16,368 shares

    3.64% of the 13F portfolio, value $4,768,942.

    13F-HR 0001951757-26-000478 filed by SIGNAL TREE 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 157,491 shares
    Change vs previous 13F +39,386 shares

    3.44% of the 13F portfolio, value $4,335,719.

    13F-HR 0001951757-25-001439 filed by SIGNAL TREE 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 118,105 shares
    Change vs previous 13F -28,699 shares

    2.69% of the 13F portfolio, value $3,129,778.

    13F-HR 0001951757-25-000854 filed by SIGNAL TREE 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 146,804 shares
    Change vs previous 13F +94,348 shares

    4.12% of the 13F portfolio, value $4,104,641.

    13F-HR 0001951757-25-000870 filed by SIGNAL TREE 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 52,456 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $1,433,108.

    13F-HR 0001951757-25-000871 filed by SIGNAL TREE FINANCIAL PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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