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Disclosery

Tandem Investment Partners LLC: SCHD position timeline

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

Tandem Investment Partners LLC held 12,788 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,788 shares
    Change vs previous 13F +1,043 shares

    0.31% of the 13F portfolio, value $405,507.

    13F-HR 0001172661-26-002827 filed by Tandem Investment Partners 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 11,745 shares
    Change vs previous 13F -282 shares

    0.31% of the 13F portfolio, value $360,337.

    13F-HR 0001172661-26-001751 filed by Tandem Investment Partners 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 12,027 shares
    Change vs previous 13F -2,712 shares

    0.28% of the 13F portfolio, value $329,901.

    13F-HR 0001172661-26-000247 filed by Tandem Investment Partners 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 14,739 shares
    Change vs previous 13F +782 shares

    0.33% of the 13F portfolio, value $402,375.

    13F-HR 0001172661-25-004420 filed by Tandem Investment Partners 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 13,957 shares
    Change vs previous 13F +243 shares

    0.32% of the 13F portfolio, value $369,861.

    13F-HR 0001172661-25-002664 filed by Tandem Investment Partners 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 13,714 shares
    Change vs previous 13F -248 shares

    0.38% of the 13F portfolio, value $383,443.

    13F-HR 0001172661-25-001623 filed by Tandem Investment Partners 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 13,962 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $381,439.

    13F-HR 0001172661-25-000731 filed by Tandem Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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