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Disclosery

Soundwatch Capital LLC: SCHD position timeline

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

Soundwatch Capital LLC held 37,128 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,128 shares
    Change vs previous 13F +6,419 shares

    0.13% of the 13F portfolio, value $1,177,327.

    13F-HR 0001214659-26-010055 filed by Soundwatch Capital 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 30,709 shares
    Change vs previous 13F -6,323 shares

    0.12% of the 13F portfolio, value $942,141.

    13F-HR 0001214659-26-005588 filed by Soundwatch Capital 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 37,032 shares
    Change vs previous 13F +5,841 shares

    0.16% of the 13F portfolio, value $1,015,787.

    13F-HR 0001214659-26-001373 filed by Soundwatch Capital 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 31,191 shares
    Change vs previous 13F -3,844 shares

    0.14% of the 13F portfolio, value $851,511.

    13F-HR 0001214659-25-015963 filed by Soundwatch Capital 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 35,035 shares
    Change vs previous 13F +4,095 shares

    0.49% of the 13F portfolio, value $2,781,350.

    13F-HR 0001214659-25-011840 filed by Soundwatch Capital 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 30,940 shares
    Change vs previous 13F -4,148 shares

    0.39% of the 13F portfolio, value $865,079.

    13F-HR 0001214659-25-007004 filed by Soundwatch Capital 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 35,088 shares
    Change vs previous 13F +25,785 shares

    0.1% of the 13F portfolio, value $958,603.

    13F-HR 0001214659-25-002524 filed by Soundwatch Capital 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 9,303 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $786,356.

    13F-HR 0001214659-24-018597 filed by Soundwatch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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