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Disclosery

Towercrest Capital Management: SCHD position timeline

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

Towercrest Capital Management held 179,585 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 179,585 shares
    Change vs previous 13F -30,853 shares

    0.79% of the 13F portfolio, value $5,694,646.

    13F-HR 0001633288-26-000003 filed by Towercrest Capital Management
    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 210,438 shares
    Change vs previous 13F -4,115 shares

    1.01% of the 13F portfolio, value $6,456,230.

    13F-HR 0001633288-26-000002 filed by Towercrest Capital Management
    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 214,553 shares
    Change vs previous 13F -267 shares

    0.93% of the 13F portfolio, value $5,885,183.

    13F-HR 0001633288-26-000001 filed by Towercrest Capital Management
    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 214,820 shares
    Change vs previous 13F +16,182 shares

    0.94% of the 13F portfolio, value $5,864,591.

    13F-HR 0001633288-25-000005 filed by Towercrest Capital Management
    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 198,638 shares
    Change vs previous 13F -9,462 shares

    0.94% of the 13F portfolio, value $5,263,911.

    13F-HR 0001633288-25-000003 filed by Towercrest Capital Management
    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 208,100 shares
    Change vs previous 13F +1,279 shares

    1.11% of the 13F portfolio, value $5,818,479.

    13F-HR 0001633288-25-000002 filed by Towercrest Capital Management
    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 206,821 shares
    Change vs previous 13F +135,977 shares

    0.91% of the 13F portfolio, value $5,650,342.

    13F-HR 0001633288-25-000001 filed by Towercrest Capital Management
    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 70,844 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $5,988,409.

    13F-HR 0001633288-24-000004 filed by Towercrest Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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