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Disclosery

truNorth Financial Services, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of truNorth Financial Services, Inc. on SCHD, newest first. How the timeline and the estimate are built.

truNorth Financial Services, Inc. held 488,015 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 488,015 shares
    Change vs previous 13F +7,727 shares

    13.86% of the 13F portfolio, value $15,474,942.

    13F-HR 0001999371-26-016466 filed by truNorth Financial Services, Inc.
    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 480,288 shares
    Change vs previous 13F +8,348 shares

    15.24% of the 13F portfolio, value $14,735,234.

    13F-HR 0002000324-26-001807 filed by truNorth Financial Services, Inc.
    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 471,940 shares
    Change vs previous 13F not available

    14.04% of the 13F portfolio, value $12,945,301.

    13F-HR 0001999371-26-003391 filed by truNorth Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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