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SignalPoint Asset Management, LLC: SCHD position timeline

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

SignalPoint Asset Management, LLC held 31,160 SCHD shares at 2024-12-31 per its 13F-HR filed 2025-01-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 31,160 shares
    Change vs previous 13F +21,081 shares

    0.21% of the 13F portfolio, value $851,293.

    13F-HR 0001754960-25-000023 filed by SignalPoint Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 10,079 shares
    Change vs previous 13F +26 shares

    0.2% of the 13F portfolio, value $849,235.

    13F-HR 0001754960-24-000475 filed by SignalPoint Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 10,053 shares
    Change vs previous 13F +216 shares

    0.21% of the 13F portfolio, value $781,700.

    13F-HR 0001754960-24-000307 filed by SignalPoint Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 9,837 shares
    Change vs previous 13F +15 shares

    0.22% of the 13F portfolio, value $793,135.

    13F-HR 0001754960-24-000134 filed by SignalPoint Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 9,822 shares
    Change vs previous 13F +51 shares

    0.22% of the 13F portfolio, value $747,000.

    13F-HR 0001754960-24-000032 filed by SignalPoint Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 9,771 shares
    Change vs previous 13F +1,503 shares

    0.22% of the 13F portfolio, value $691,388.

    13F-HR 0001754960-23-000279 filed by SignalPoint Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 8,268 shares
    Change vs previous 13F +182 shares

    0.18% of the 13F portfolio, value $600,422.

    13F-HR 0001754960-23-000178 filed by SignalPoint Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 8,086 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $592,000.

    13F-HR 0001754960-23-000109 filed by SignalPoint Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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