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Disclosery

Synergy Investment Management, LLC: SCHD position timeline

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

Synergy Investment Management, LLC held 75,881 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,881 shares
    Change vs previous 13F -2,043 shares

    0.58% of the 13F portfolio, value $2,406,188.

    13F-HR 0002053786-26-000003 filed by Synergy Investment Management, LLC
    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 77,924 shares
    Change vs previous 13F -3,212 shares

    0.78% of the 13F portfolio, value $2,390,714.

    13F-HR 0002053786-26-000002 filed by Synergy Investment Management, LLC
    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 81,136 shares
    Change vs previous 13F -20,499 shares

    0.79% of the 13F portfolio, value $2,225,560.

    13F-HR 0002053786-26-000001 filed by Synergy Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 101,635 shares
    Change vs previous 13F -432,423 shares

    1.06% of the 13F portfolio, value $2,774,625.

    13F-HR 0002053786-25-000006 filed by Synergy Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 534,058 shares
    Change vs previous 13F +117,886 shares

    8.53% of the 13F portfolio, value $14,152,627.

    13F-HR 0002053786-25-000004 filed by Synergy Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 416,172 shares
    Change vs previous 13F +166,854 shares

    4.86% of the 13F portfolio, value $11,636,188.

    13F-HR 0002053786-25-000003 filed by Synergy Investment Management, LLC
    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 249,318 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $6,811,361.

    13F-HR 0002053786-25-000001 filed by Synergy Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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