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Spinnaker Investment Group, LLC: SCHD position timeline

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

Spinnaker Investment Group, LLC held 1,932,693 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,932,693 shares
    Change vs previous 13F -911 shares

    9.91% of the 13F portfolio, value $62,870,495.

    13F-HR 0001911067-26-000005 filed by Spinnaker Investment Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,933,604 shares
    Change vs previous 13F +218,105 shares

    9.82% of the 13F portfolio, value $61,314,637.

    13F-HR 0001911067-26-000003 filed by Spinnaker Investment Group, 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 1,715,499 shares
    Change vs previous 13F -149,766 shares

    10.72% of the 13F portfolio, value $52,631,496.

    13F-HR 0001911067-26-000002 filed by Spinnaker Investment Group, 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 1,865,265 shares
    Change vs previous 13F +21,877 shares

    9.28% of the 13F portfolio, value $51,164,206.

    13F-HR 0001911067-26-000001 filed by Spinnaker Investment Group, 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 1,843,388 shares
    Change vs previous 13F +227,418 shares

    9.46% of the 13F portfolio, value $50,324,505.

    13F-HR 0001085146-25-005913 filed by Spinnaker Investment Group, 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 1,615,970 shares
    Change vs previous 13F -121,411 shares

    10.06% of the 13F portfolio, value $42,823,201.

    13F-HR 0001667731-25-000848 filed by Spinnaker Investment Group, 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 1,737,381 shares
    Change vs previous 13F +104,150 shares

    10.98% of the 13F portfolio, value $48,577,167.

    13F-HR 0001667731-25-000486 filed by Spinnaker Investment Group, 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 1,633,231 shares
    Change vs previous 13F not available

    10.76% of the 13F portfolio, value $44,619,867.

    13F-HR 0001667731-25-000058 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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