TOTAL INVESTMENT MANAGEMENT INC: SCHD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOTAL INVESTMENT MANAGEMENT INC on SCHD, newest first. How the timeline and the estimate are built.
TOTAL INVESTMENT MANAGEMENT INC held 0 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -8,124 shares
13F-HR 0001068804-26-000004 filed by TOTAL INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 8,124 sharesChange vs previous 13F +141 shares
0.03% of the 13F portfolio, value $249,252.
13F-HR 0001068804-26-000003 filed by TOTAL INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,983 sharesChange vs previous 13F +7,983 shares
0.03% of the 13F portfolio, value $218,978.
13F-HR 0001068804-26-000002 filed by TOTAL INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -1,607 shares
13F-HR 0001068804-25-000008 filed by TOTAL INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 1,607 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $42,576.
13F-HR 0001068804-25-000006 filed by TOTAL INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).