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Disclosery

SWS Partners: SCHD position timeline

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

SWS Partners held 30,315 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,315 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $961,289.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 30,315 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $930,064.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 30,315 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $831,540.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 30,315 shares
    Change vs previous 13F -1,152 shares

    0.2% of the 13F portfolio, value $827,600.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 31,467 shares
    Change vs previous 13F +11 shares

    0.23% of the 13F portfolio, value $833,896.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 31,456 shares
    Change vs previous 13F -3,734 shares

    0.29% of the 13F portfolio, value $879,526.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 35,190 shares
    Change vs previous 13F +23,837 shares

    0.29% of the 13F portfolio, value $961,403.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 11,353 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $959,669.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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