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Disclosery

Sowell Financial Services LLC: SCHD position timeline

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

Sowell Financial Services LLC held 153,465 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,465 shares
    Change vs previous 13F +25,506 shares

    0.16% of the 13F portfolio, value $4,866,375.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 127,959 shares
    Change vs previous 13F +27,994 shares

    0.15% of the 13F portfolio, value $3,925,786.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 99,965 shares
    Change vs previous 13F +6,173 shares

    0.1% of the 13F portfolio, value $2,742,044.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 93,792 shares
    Change vs previous 13F -7,511 shares

    0.1% of the 13F portfolio, value $2,560,533.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 101,303 shares
    Change vs previous 13F -4,487 shares

    0.11% of the 13F portfolio, value $2,684,518.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 105,790 shares
    Change vs previous 13F +20,530 shares

    0.13% of the 13F portfolio, value $2,957,892.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 85,260 shares
    Change vs previous 13F +13,017 shares

    0.12% of the 13F portfolio, value $2,329,295.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 72,243 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $6,107,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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