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Disclosery

Syntrinsic LLC: SCHD position timeline

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

Syntrinsic LLC held 840,184 SCHD shares at 2024-09-30 per its 13F-HR filed 2024-10-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 840,184 shares
    Change vs previous 13F -1,951 shares

    23.62% of the 13F portfolio, value $70,990,624.

    13F-HR 0002012611-24-000007 filed by Syntrinsic LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 842,135 shares
    Change vs previous 13F -2,544 shares

    21.74% of the 13F portfolio, value $65,458,559.

    13F-HR 0002012611-24-000006 filed by Syntrinsic LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 844,679 shares
    Change vs previous 13F +14,115 shares

    22.83% of the 13F portfolio, value $68,079,029.

    13F-HR 0002012611-24-000005 filed by Syntrinsic LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 830,564 shares
    Change vs previous 13F -34,863 shares

    21.75% of the 13F portfolio, value $63,206,577.

    13F-HR 0002012611-24-000004 filed by Syntrinsic LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 865,427 shares
    Change vs previous 13F not available

    28.89% of the 13F portfolio, value $61,218,177.

    13F-HR 0002012611-24-000003 filed by Syntrinsic LLC
    Filed (acceptance time not in the bulk data set), ingested

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