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TruNorth Capital Management, LLC: SCHD position timeline

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

TruNorth Capital Management, LLC held 46,802 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 46,802 shares
    Change vs previous 13F +7 shares

    0.24% of the 13F portfolio, value $1,522,463.

    13F-HR 0002085853-26-001165 filed by TruNorth Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 46,795 shares
    Change vs previous 13F -83 shares

    0.24% of the 13F portfolio, value $1,483,881.

    13F-HR 0002085853-26-000809 filed by TruNorth Capital 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 46,878 shares
    Change vs previous 13F +8 shares

    0.28% of the 13F portfolio, value $1,438,220.

    13F-HR 0002085853-26-000462 filed by TruNorth Capital 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 46,870 shares
    Change vs previous 13F +1,484 shares

    0.24% of the 13F portfolio, value $1,285,638.

    13F-HR 0002085853-26-000243 filed by TruNorth Capital 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 45,386 shares
    Change vs previous 13F +1,058 shares

    0.25% of the 13F portfolio, value $1,239,041.

    13F-HR 0001639695-25-000010 filed by TruNorth Capital 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 44,328 shares
    Change vs previous 13F +8 shares

    0.26% of the 13F portfolio, value $1,174,689.

    13F-HR 0001908158-25-000005 filed by TruNorth Capital 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 44,320 shares
    Change vs previous 13F +40 shares

    0.31% of the 13F portfolio, value $1,239,175.

    13F-HR 0001639695-25-000004 filed by TruNorth Capital 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 44,280 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,209,731.

    13F-HR 0001639695-25-000001 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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