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Stonehearth Capital Management, LLC: SCHD position timeline

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

Stonehearth Capital Management, LLC held 967,760 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 967,760 shares
    Change vs previous 13F -1,572 shares

    10.78% of the 13F portfolio, value $31,481,219.

    13F-HR 0001550191-26-000012 filed by Stonehearth Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 969,332 shares
    Change vs previous 13F +326,071 shares

    10.49% of the 13F portfolio, value $30,737,518.

    13F-HR 0001550191-26-000010 filed by Stonehearth Capital Management, 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 643,261 shares
    Change vs previous 13F -3,558 shares

    7.82% of the 13F portfolio, value $19,735,247.

    13F-HR 0001550191-26-000009 filed by Stonehearth Capital Management, 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 646,819 shares
    Change vs previous 13F +30,403 shares

    6.56% of the 13F portfolio, value $17,742,245.

    13F-HR 0001550191-26-000001 filed by Stonehearth Capital Management, 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 616,416 shares
    Change vs previous 13F +58,613 shares

    6.51% of the 13F portfolio, value $16,828,157.

    13F-HR 0001550191-25-000009 filed by Stonehearth Capital Management, 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 557,803 shares
    Change vs previous 13F -76,182 shares

    6.12% of the 13F portfolio, value $14,781,780.

    13F-HR 0001550191-25-000005 filed by Stonehearth Capital Management, 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 633,985 shares
    Change vs previous 13F +23,630 shares

    7.34% of the 13F portfolio, value $17,726,221.

    13F-HR 0001550191-25-000004 filed by Stonehearth Capital Management, 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 610,355 shares
    Change vs previous 13F not available

    6.69% of the 13F portfolio, value $16,674,899.

    13F-HR 0001550191-25-000001 filed by Stonehearth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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