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Disclosery

Ted Buchan & Co: SCHD position timeline

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

Ted Buchan & Co held 25,544 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,544 shares
    Change vs previous 13F -468 shares

    0.26% of the 13F portfolio, value $810,008.

    13F-HR 0001172661-26-002769 filed by Ted Buchan & Co
    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 26,012 shares
    Change vs previous 13F -3,076 shares

    0.29% of the 13F portfolio, value $798,056.

    13F-HR 0001172661-26-001862 filed by Ted Buchan & Co
    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 29,088 shares
    Change vs previous 13F +3,456 shares

    0.29% of the 13F portfolio, value $797,891.

    13F-HR 0001172661-26-000603 filed by Ted Buchan & Co
    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 25,632 shares
    Change vs previous 13F -270,305 shares

    0.27% of the 13F portfolio, value $699,760.

    13F-HR 0001172661-25-004703 filed by Ted Buchan & Co
    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 295,937 shares
    Change vs previous 13F -6,162 shares

    3.12% of the 13F portfolio, value $7,842,332.

    13F-HR 0001172661-25-003122 filed by Ted Buchan & Co
    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 302,099 shares
    Change vs previous 13F +14,317 shares

    3.99% of the 13F portfolio, value $8,446,699.

    13F-HR 0001172661-25-001727 filed by Ted Buchan & Co
    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 287,782 shares
    Change vs previous 13F +193,331 shares

    3.71% of the 13F portfolio, value $7,862,225.

    13F-HR 0001172661-25-000720 filed by Ted Buchan & Co
    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 94,451 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $7,984,006.

    13F-HR 0001172661-24-004440 filed by Ted Buchan & Co
    Filed (acceptance time not in the bulk data set), ingested

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