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SPRENG CAPITAL MANAGEMENT, INC.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SPRENG CAPITAL MANAGEMENT, INC. on SCHD, newest first. How the timeline and the estimate are built.

SPRENG CAPITAL MANAGEMENT, INC. held 220,610 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,610 shares
    Change vs previous 13F -979 shares

    2.54% of the 13F portfolio, value $6,995,562.

    13F-HR 0001172661-26-002635 filed by SPRENG CAPITAL MANAGEMENT, INC.
    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 221,589 shares
    Change vs previous 13F -94,841 shares

    3.21% of the 13F portfolio, value $6,798,337.

    13F-HR 0001172661-26-001844 filed by SPRENG CAPITAL MANAGEMENT, INC.
    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 316,430 shares
    Change vs previous 13F -29,361 shares

    3.11% of the 13F portfolio, value $7,910,878.

    13F-HR 0001172661-26-000404 filed by SPRENG CAPITAL MANAGEMENT, INC.
    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 345,791 shares
    Change vs previous 13F -13,991 shares

    3.76% of the 13F portfolio, value $9,440,106.

    13F-HR 0001172661-25-004362 filed by SPRENG CAPITAL MANAGEMENT, INC.
    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 359,782 shares
    Change vs previous 13F +4,763 shares

    3.94% of the 13F portfolio, value $9,534,233.

    13F-HR 0001172661-25-002776 filed by SPRENG CAPITAL MANAGEMENT, INC.
    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 355,019 shares
    Change vs previous 13F -2,721 shares

    4.49% of the 13F portfolio, value $9,926,340.

    13F-HR 0001172661-25-001787 filed by SPRENG CAPITAL MANAGEMENT, INC.
    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 357,740 shares
    Change vs previous 13F +243,916 shares

    4.25% of the 13F portfolio, value $9,773,464.

    13F-HR 0001172661-25-000742 filed by SPRENG CAPITAL MANAGEMENT, INC.
    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 113,824 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $9,621,559.

    13F-HR 0001172661-24-004283 filed by SPRENG CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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