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Disclosery

True Freedom Investing, LLC: SCHD position timeline

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

True Freedom Investing, LLC held 207,724 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 207,724 shares
    Change vs previous 13F -4,518 shares

    0.5% of the 13F portfolio, value $6,372,972.

    13F-HR 0001104659-26-095030 filed by True Freedom Investing, 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 212,242 shares
    Change vs previous 13F -1,758 shares

    0.5% of the 13F portfolio, value $6,511,585.

    13F-HR 0001104659-26-059973 filed by True Freedom Investing, 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 214,000 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,870,020.

    13F-HR 0001104659-26-016100 filed by True Freedom Investing, LLC
    Filed (acceptance time not in the bulk data set), ingested

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