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Disclosery

Sunbelt Securities, Inc.: SCHD position timeline

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

Sunbelt Securities, Inc. held 188,580 SCHD shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 188,580 shares
    Change vs previous 13F -73,825 shares

    0.37% of the 13F portfolio, value $5,785,627.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 262,405 shares
    Change vs previous 13F -226,991 shares

    0.48% of the 13F portfolio, value $7,197,772.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 489,396 shares
    Change vs previous 13F +61,053 shares

    0.92% of the 13F portfolio, value $13,360,514.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 428,343 shares
    Change vs previous 13F -68,202 shares

    1.03% of the 13F portfolio, value $11,702,341.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 496,545 shares
    Change vs previous 13F +68,142 shares

    1.24% of the 13F portfolio, value $13,883,392.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 428,403 shares
    Change vs previous 13F +308,483 shares

    1.03% of the 13F portfolio, value $11,665,424.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 119,920 shares
    Change vs previous 13F +2,413 shares

    0.99% of the 13F portfolio, value $10,136,802.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 117,507 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $9,137,309.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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