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Disclosery

Smith Anglin Financial, LLC: SCHD position timeline

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

Smith Anglin Financial, LLC held 123,593 SCHD shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 123,593 shares
    Change vs previous 13F -4,070 shares

    0.3% of the 13F portfolio, value $3,275,203.

    13F-HR 0001553540-25-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 127,663 shares
    Change vs previous 13F +11,802 shares

    0.38% of the 13F portfolio, value $3,569,448.

    13F-HR 0001553540-25-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 115,861 shares
    Change vs previous 13F +76,672 shares

    0.3% of the 13F portfolio, value $3,165,328.

    13F-HR 0001553540-25-000001 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 39,189 shares
    Change vs previous 13F -3,753 shares

    0.32% of the 13F portfolio, value $3,312,685.

    13F-HR 0001553540-24-000006 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 42,942 shares
    Change vs previous 13F -2,525 shares

    0.34% of the 13F portfolio, value $3,339,136.

    13F-HR 0001553540-24-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 45,467 shares
    Change vs previous 13F +3,597 shares

    0.38% of the 13F portfolio, value $3,665,987.

    13F-HR 0001553540-24-000003 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 41,870 shares
    Change vs previous 13F +54 shares

    0.37% of the 13F portfolio, value $3,187,568.

    13F-HR 0001553540-24-000002 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 41,816 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,958,920.

    13F-HR 0001553540-23-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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