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Successful Portfolios LLC: SCHD position timeline

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

Successful Portfolios LLC held 29,922 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,922 shares
    Change vs previous 13F -181 shares

    0.45% of the 13F portfolio, value $979,036.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,103 shares
    Change vs previous 13F +3,246 shares

    0.46% of the 13F portfolio, value $975,032.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios 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 26,857 shares
    Change vs previous 13F +3,293 shares

    0.45% of the 13F portfolio, value $823,844.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios 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 23,564 shares
    Change vs previous 13F +7,789 shares

    0.34% of the 13F portfolio, value $672,739.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios 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 15,775 shares
    Change vs previous 13F +1,403 shares

    0.25% of the 13F portfolio, value $430,670.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios 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 14,372 shares
    Change vs previous 13F -466 shares

    0.23% of the 13F portfolio, value $380,845.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios 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 14,838 shares
    Change vs previous 13F -232 shares

    0.28% of the 13F portfolio, value $414,858.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios 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 15,070 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $411,711.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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