STEVENS CAPITAL PARTNERS: SCHD position timeline

STEVENS CAPITAL PARTNERS held 329,569 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 329,569 shares

   Change vs previous 13F -3,278 shares

   1.99% of the 13F portfolio, value $10,450,639.

   13F-HR 0001965176-26-000003 filed by STEVENS CAPITAL PARTNERS
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 332,847 shares

   Change vs previous 13F +19,288 shares

   2.46% of the 13F portfolio, value $10,211,736.

   13F-HR 0001965176-26-000002 filed by STEVENS CAPITAL PARTNERS
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 313,559 shares

   Change vs previous 13F +25,284 shares

   2.25% of the 13F portfolio, value $8,600,914.

   13F-HR 0001965176-26-000001 filed by STEVENS CAPITAL PARTNERS
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 288,275 shares

   Change vs previous 13F +77,090 shares

   2.35% of the 13F portfolio, value $7,869,908.

   13F-HR 0001965176-25-000002 filed by STEVENS CAPITAL PARTNERS
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 211,185 shares

   Change vs previous 13F not available

   2.02% of the 13F portfolio, value $5,634,420.

   13F-HR 0001085146-25-004965 filed by STEVENS CAPITAL PARTNERS
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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