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Disclosery

Smartleaf Asset Management LLC: SCHD position timeline

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

Smartleaf Asset Management LLC held 198,416 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 198,416 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $6,335,451.

    13F-HR 0002010393-26-000004 filed by Smartleaf 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 ended2026-03-31
    13F 198,416 shares
    Change vs previous 13F -55,527 shares

    0.22% of the 13F portfolio, value $6,047,746.

    13F-HR 0002010393-26-000003 filed by Smartleaf 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 ended2025-12-31
    13F 253,943 shares
    Change vs previous 13F +52,802 shares

    0.27% of the 13F portfolio, value $7,016,446.

    13F-HR 0002010393-26-000001 filed by Smartleaf 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 ended2025-09-30
    13F 201,141 shares
    Change vs previous 13F +7,417 shares

    0.34% of the 13F portfolio, value $5,450,943.

    13F-HR 0002010393-25-000007 filed by Smartleaf 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 ended2025-06-30
    13F 193,724 shares
    Change vs previous 13F +15,032 shares

    0.45% of the 13F portfolio, value $5,112,398.

    13F-HR 0002010393-25-000005 filed by Smartleaf 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 ended2025-03-31
    13F 178,692 shares
    Change vs previous 13F +49,965 shares

    0.48% of the 13F portfolio, value $4,928,332.

    13F-HR 0002010393-25-000004 filed by Smartleaf 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 ended2024-12-31
    13F 128,727 shares
    Change vs previous 13F +87,275 shares

    0.36% of the 13F portfolio, value $3,505,243.

    13F-HR 0002010393-25-000001 filed by Smartleaf 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 ended2024-09-30
    13F 41,452 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,492,808.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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