Sweet Financial Partners, LLC: SCHD position timeline

Sweet Financial Partners, LLC held 279,479 SCHD shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 279,479 shares

   Change vs previous 13F -8,595 shares

   5.12% of the 13F portfolio, value $23,624,384.

   13F-HR 0001908936-24-000005 filed by Sweet Financial Partners, LLC
   Filed 2024-10-16 (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).

2. period ended2024-06-30

   13F 288,074 shares

   Change vs previous 13F -264 shares

   5.12% of the 13F portfolio, value $22,400,622.

   13F-HR 0001908936-24-000003 filed by Sweet Financial Partners, LLC
   Filed 2024-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

3. period ended2024-03-31

   13F 288,338 shares

   Change vs previous 13F +20,876 shares

   5.37% of the 13F portfolio, value $23,248,717.

   13F-HR 0001908936-24-000002 filed by Sweet Financial Partners, LLC
   Filed 2024-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-12-31

   13F 267,462 shares

   Change vs previous 13F -24,472 shares

   4.84% of the 13F portfolio, value $20,361,891.

   13F-HR 0001908936-24-000001 filed by Sweet Financial Partners, LLC
   Filed 2024-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

5. period ended2023-09-30

   13F 291,934 shares

   Change vs previous 13F +38 shares

   5.47% of the 13F portfolio, value $20,657,259.

   13F-HR 0001908936-23-000004 filed by Sweet Financial Partners, LLC
   Filed 2023-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

6. period ended2023-06-30

   13F 291,896 shares

   Change vs previous 13F +41,729 shares

   5.52% of the 13F portfolio, value $21,197,522.

   13F-HR 0001908936-23-000003 filed by Sweet Financial Partners, LLC
   Filed 2023-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

7. period ended2023-03-31

   13F 250,167 shares

   Change vs previous 13F not available

   5.06% of the 13F portfolio, value $18,302,224.

   13F-HR 0001908936-23-000002 filed by Sweet Financial Partners, LLC
   Filed 2023-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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