Strategic Financial Partners, Ltd.: SCHD position timeline

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

Strategic Financial Partners, Ltd. held 0 SCHD shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

period ended2026-03-31
13F 0 shares
Change vs previous 13F -10,283 shares
13F-HR 0002027921-26-000002 filed by Strategic Financial Partners, Ltd.
Filed 2026-05-01 (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).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 10,283 shares
Change vs previous 13F +102 shares
0.12% of the 13F portfolio, value $282,077.
13F-HR 0002027921-26-000001 filed by Strategic Financial Partners, Ltd.
Filed 2026-02-11 (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).
period ended2025-09-30
13F 10,181 shares
Change vs previous 13F +96 shares
0.13% of the 13F portfolio, value $277,957.
13F-HR 0002027921-25-000002 filed by Strategic Financial Partners, Ltd.
Filed 2025-11-06 (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).
period ended2025-06-30
13F 10,085 shares
Change vs previous 13F +99 shares
0.12% of the 13F portfolio, value $267,259.
13F-HR 0001085146-25-004570 filed by Strategic Financial Partners, Ltd.
Filed 2025-08-06 (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).
period ended2025-03-31
13F 9,986 shares
Change vs previous 13F +89 shares
0.15% of the 13F portfolio, value $279,232.
13F-HR 0001085146-25-002629 filed by Strategic Financial Partners, Ltd.
Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 9,897 shares
Change vs previous 13F +6,629 shares
0.14% of the 13F portfolio, value $270,399.
13F-HR 0001085146-25-000942 filed by Strategic Financial Partners, Ltd.
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,268 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $276,275.
13F-HR 0001085146-24-005180 filed by Strategic Financial Partners, Ltd.
Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).