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Sound Income Strategies, LLC: SCHD position timeline

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

Sound Income Strategies, LLC held 115,933 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 115,933 shares
    Change vs previous 13F +10,665 shares

    0.17% of the 13F portfolio, value $3,843,168.

    13F-HR 0001085146-26-000864 filed by Sound Income Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 105,268 shares
    Change vs previous 13F +13,466 shares

    0.15% of the 13F portfolio, value $3,338,050.

    13F-HR 0001730960-26-000001 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 91,802 shares
    Change vs previous 13F +5,318 shares

    0.14% of the 13F portfolio, value $2,800,881.

    13F-HR 0001104659-26-049113 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 86,484 shares
    Change vs previous 13F +53,395 shares

    0.12% of the 13F portfolio, value $2,499,394.

    13F-HR 0001104659-26-005260 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 33,089 shares
    Change vs previous 13F +26,870 shares

    0.05% of the 13F portfolio, value $893,410.

    13F-HR 0001104659-25-098692 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,219 shares
    Change vs previous 13F -1,428 shares

    0.01% of the 13F portfolio, value $164,795.

    13F-HR 0001104659-25-068609 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,647 shares
    Change vs previous 13F +2,414 shares

    0.01% of the 13F portfolio, value $213,802.

    13F-HR 0001104659-25-035760 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,233 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $142,971.

    13F-HR 0001104659-25-004762 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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