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Disclosery

SYM FINANCIAL Corp: SCHD position timeline

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

SYM FINANCIAL Corp held 40,810 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,810 shares
    Change vs previous 13F +516 shares

    0.1% of the 13F portfolio, value $1,294,085.

    13F-HR 0001398344-26-013478 filed by SYM FINANCIAL Corp
    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 40,294 shares
    Change vs previous 13F -2,884 shares

    0.12% of the 13F portfolio, value $1,236,220.

    13F-HR 0001398344-26-008744 filed by SYM FINANCIAL Corp
    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 43,178 shares
    Change vs previous 13F -2,695 shares

    0.12% of the 13F portfolio, value $1,184,373.

    13F-HR 0001398344-26-003003 filed by SYM FINANCIAL Corp
    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 45,873 shares
    Change vs previous 13F -1,395 shares

    0.13% of the 13F portfolio, value $1,252,333.

    13F-HR 0001398344-25-020214 filed by SYM FINANCIAL Corp
    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 47,268 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,252,602.

    13F-HR 0001398344-25-014302 filed by SYM FINANCIAL Corp
    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 47,268 shares
    Change vs previous 13F +1,593 shares

    0.16% of the 13F portfolio, value $1,321,613.

    13F-HR 0001398344-25-008756 filed by SYM FINANCIAL Corp
    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 45,675 shares
    Change vs previous 13F +28,516 shares

    0.16% of the 13F portfolio, value $1,247,841.

    13F-HR 0001398344-25-001010 filed by SYM FINANCIAL Corp
    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 17,159 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,450,450.

    13F-HR 0001398344-24-020778 filed by SYM FINANCIAL Corp
    Filed (acceptance time not in the bulk data set), ingested

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