STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC: SCHD position timeline

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC held 282,125 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 282,125 shares

   Change vs previous 13F -22,330 shares

   6.01% of the 13F portfolio, value $9,177,540.

   13F-HR 0002105785-26-000005 filed by STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
   Accepted 2026-10-06 17:21:50 UTC, ingested 2026-10-06 17:22:49 UTC

2. period ended2026-06-30

   13F 304,455 shares

   Change vs previous 13F +3,146 shares

   6.5% of the 13F portfolio, value $9,654,269.

   13F-HR 0002105785-26-000003 filed by STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
   Filed 2026-07-14 (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).

3. period ended2026-03-31

   13F 301,309 shares

   Change vs previous 13F +9,523 shares

   7.24% of the 13F portfolio, value $9,244,149.

   13F-HR 0002105785-26-000002 filed by STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
   Filed 2026-04-09 (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).

4. period ended2025-12-31

   13F 291,786 shares

   Change vs previous 13F not available

   6.76% of the 13F portfolio, value $8,018,269.

   13F-HR 0002105785-26-000001 filed by STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
   Filed 2026-01-20 (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).