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Strategic Investment Solutions, Inc. /IL: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Investment Solutions, Inc. /IL on SCHD, newest first. How the timeline and the estimate are built.

Strategic Investment Solutions, Inc. /IL held 132,920 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,920 shares
    Change vs previous 13F +25,684 shares

    0.97% of the 13F portfolio, value $4,258,613.

    13F-HR 0001062993-26-003560 filed by Strategic Investment Solutions, Inc. /IL
    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 107,236 shares
    Change vs previous 13F -13,032 shares

    0.79% of the 13F portfolio, value $3,290,065.

    13F-HR 0001062993-26-002253 filed by Strategic Investment Solutions, Inc. /IL
    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 120,268 shares
    Change vs previous 13F -21,721 shares

    0.79% of the 13F portfolio, value $3,298,897.

    13F-HR 0001062993-26-001194 filed by Strategic Investment Solutions, Inc. /IL
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 141,989 shares
    Change vs previous 13F -21,847 shares

    1.03% of the 13F portfolio, value $3,876,278.

    13F-HR 0001062993-25-017159 filed by Strategic Investment Solutions, Inc. /IL
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 163,836 shares
    Change vs previous 13F -29,810 shares

    1.31% of the 13F portfolio, value $4,341,758.

    13F-HR 0001062993-25-012891 filed by Strategic Investment Solutions, Inc. /IL
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 193,646 shares
    Change vs previous 13F -77,450 shares

    1.57% of the 13F portfolio, value $5,414,442.

    13F-HR 0001062993-25-008965 filed by Strategic Investment Solutions, Inc. /IL
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 271,096 shares
    Change vs previous 13F +173,437 shares

    4.95% of the 13F portfolio, value $14,808,583.

    13F-HR 0001062993-25-002339 filed by Strategic Investment Solutions, Inc. /IL
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 97,659 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $8,255,240.

    13F-HR 0001062993-24-017896 filed by Strategic Investment Solutions, Inc. /IL
    Filed (acceptance time not in the bulk data set), ingested

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