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Disclosery

Team Hewins, LLC: SCHD position timeline

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

Team Hewins, LLC held 16,018 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,018 shares
    Change vs previous 13F +151 shares

    0.14% of the 13F portfolio, value $507,940.

    13F-HR 0001765380-26-000240 filed by Team Hewins, 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 15,867 shares
    Change vs previous 13F -629 shares

    0.14% of the 13F portfolio, value $486,806.

    13F-HR 0001765380-26-000130 filed by Team Hewins, 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 16,496 shares
    Change vs previous 13F +7,661 shares

    0.15% of the 13F portfolio, value $452,484.

    13F-HR 0001765380-26-000051 filed by Team Hewins, 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 8,835 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $241,201.

    13F-HR 0001765380-25-000472 filed by Team Hewins, 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 8,835 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $234,133.

    13F-HR 0001765380-25-000337 filed by Team Hewins, 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/A 8,835 shares
    Change vs previous 13F -1,920 shares

    0.1% of the 13F portfolio, value $247,032.

    13F-HR/A 0001765380-25-000245 filed by Team Hewins, 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/A 10,755 shares
    Change vs previous 13F +7,170 shares

    0.11% of the 13F portfolio, value $293,832.

    13F-HR/A 0001765380-25-000243 filed by Team Hewins, LLC
    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/A 3,585 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $303,056.

    13F-HR/A 0001765380-25-000244 filed by Team Hewins, LLC
    Filed (acceptance time not in the bulk data set), ingested

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