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STUDIO INVESTMENT MANAGEMENT LLC: SCHD position timeline

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

STUDIO INVESTMENT MANAGEMENT LLC held 13,641 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,641 shares
    Change vs previous 13F -156 shares

    0.07% of the 13F portfolio, value $432,556.

    13F-HR 0001893893-26-000009 filed by STUDIO INVESTMENT MANAGEMENT LLC
    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/A 13,797 shares
    Change vs previous 13F +167 shares

    0.08% of the 13F portfolio, value $423,292.

    13F-HR/A 0001893893-26-000007 filed by STUDIO INVESTMENT 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 ended2025-12-31
    13F 13,630 shares
    Change vs previous 13F +630 shares

    0.07% of the 13F portfolio, value $373,871.

    13F-HR 0001893893-26-000001 filed by STUDIO INVESTMENT 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 ended2025-09-30
    13F 13,000 shares
    Change vs previous 13F -455 shares

    0.07% of the 13F portfolio, value $354,900.

    13F-HR 0001893893-25-000006 filed by STUDIO INVESTMENT 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 ended2025-06-30
    13F 13,455 shares
    Change vs previous 13F +1,016 shares

    0.07% of the 13F portfolio, value $356,558.

    13F-HR 0001893893-25-000004 filed by STUDIO INVESTMENT 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 ended2025-03-31
    13F 12,439 shares
    Change vs previous 13F +2,777 shares

    0.07% of the 13F portfolio, value $347,794.

    13F-HR 0001893893-25-000003 filed by STUDIO INVESTMENT 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 ended2024-12-31
    13F 9,662 shares
    Change vs previous 13F +6,564 shares

    0.06% of the 13F portfolio, value $263,966.

    13F-HR 0001893893-25-000001 filed by STUDIO INVESTMENT 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 ended2024-09-30
    13F 3,098 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $261,874.

    13F-HR 0001893893-24-000005 filed by STUDIO INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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