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Disclosery

Steffes Financial, Ltd.: SCHD position timeline

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

Steffes Financial, Ltd. held 20,862 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,862 shares
    Change vs previous 13F -103 shares

    0.29% of the 13F portfolio, value $661,534.

    13F-HR 0001214659-26-010133 filed by Steffes Financial, Ltd.
    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 20,965 shares
    Change vs previous 13F -8,815 shares

    0.34% of the 13F portfolio, value $643,206.

    13F-HR 0001214659-26-006364 filed by Steffes Financial, Ltd.
    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 29,780 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $816,865.

    13F-HR 0001214659-26-001915 filed by Steffes Financial, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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