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Tranquility Partners, LLC: SCHD position timeline

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

Tranquility Partners, LLC held 19,966 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 19,966 shares
    Change vs previous 13F +22 shares

    0.22% of the 13F portfolio, value $633,132.

    13F-HR 0002085853-26-000814 filed by Tranquility Partners, 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 19,944 shares
    Change vs previous 13F +105 shares

    0.23% of the 13F portfolio, value $611,891.

    13F-HR 0002085853-26-000420 filed by Tranquility Partners, 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 19,839 shares
    Change vs previous 13F -105 shares

    0.2% of the 13F portfolio, value $544,192.

    13F-HR 0002085853-26-000174 filed by Tranquility Partners, 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 19,944 shares
    Change vs previous 13F -451 shares

    0.18% of the 13F portfolio, value $544,480.

    13F-HR 0002085853-25-000197 filed by Tranquility Partners, 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 20,395 shares
    Change vs previous 13F +919 shares

    0.19% of the 13F portfolio, value $540,476.

    13F-HR 0001667731-25-000962 filed by Tranquility Partners, 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 19,476 shares
    Change vs previous 13F -554 shares

    0.21% of the 13F portfolio, value $544,558.

    13F-HR 0001667731-25-000514 filed by Tranquility Partners, 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 20,030 shares
    Change vs previous 13F +13,492 shares

    0.21% of the 13F portfolio, value $547,228.

    13F-HR 0001667731-25-000171 filed by Tranquility Partners, 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 6,538 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $552,642.

    13F-HR 0001783773-24-000004 filed by Tranquility Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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