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TITLEIST ASSET MANAGEMENT, LLC: SCHD position timeline

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

TITLEIST ASSET MANAGEMENT, LLC held 167,167 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 167,167 shares
    Change vs previous 13F -26,874 shares

    0.35% of the 13F portfolio, value $5,437,954.

    13F-HR 0001104659-26-114574 filed by TITLEIST ASSET MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 194,041 shares
    Change vs previous 13F +9,823 shares

    0.41% of the 13F portfolio, value $6,153,028.

    13F-HR 0001104659-26-084993 filed by TITLEIST ASSET 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 ended2026-03-31
    13F 184,218 shares
    Change vs previous 13F -99,041 shares

    0.43% of the 13F portfolio, value $5,651,819.

    13F-HR 0001104659-26-052537 filed by TITLEIST ASSET 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 ended2025-12-31
    13F 283,259 shares
    Change vs previous 13F +23,950 shares

    0.63% of the 13F portfolio, value $7,769,797.

    13F-HR 0001104659-26-014097 filed by TITLEIST ASSET 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 ended2025-09-30
    13F 259,309 shares
    Change vs previous 13F +39,590 shares

    0.62% of the 13F portfolio, value $7,079,124.

    13F-HR 0001104659-25-106756 filed by TITLEIST ASSET 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 ended2025-06-30
    13F 219,719 shares
    Change vs previous 13F +49,765 shares

    0.58% of the 13F portfolio, value $5,822,544.

    13F-HR 0001104659-25-076739 filed by TITLEIST ASSET 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 ended2025-03-31
    13F 169,954 shares
    Change vs previous 13F +89,196 shares

    0.55% of the 13F portfolio, value $4,751,906.

    13F-HR 0001104659-25-049171 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 80,758 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,206,301.

    13F-HR 0001104659-25-012581 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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