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TUCKER ASSET MANAGEMENT LLC: SCHD position timeline

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

TUCKER ASSET MANAGEMENT LLC held 3,165 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,165 shares
    Change vs previous 13F -263 shares

    0.02% of the 13F portfolio, value $100,352.

    13F-HR 0001398344-26-015711 filed by TUCKER ASSET MANAGEMENT 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 3,428 shares
    Change vs previous 13F -696 shares

    0.03% of the 13F portfolio, value $105,160.

    13F-HR 0001398344-26-015706 filed by TUCKER ASSET 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 ended2025-12-31
    13F 4,124 shares
    Change vs previous 13F +557 shares

    0.03% of the 13F portfolio, value $113,132.

    13F-HR 0001398344-26-002318 filed by TUCKER ASSET 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 ended2025-09-30
    13F 3,567 shares
    Change vs previous 13F +1,514 shares

    0.03% of the 13F portfolio, value $97,383.

    13F-HR 0001398344-26-000220 filed by TUCKER ASSET 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 ended2025-06-30
    13F 2,053 shares
    Change vs previous 13F -500 shares

    0.02% of the 13F portfolio, value $54,415.

    13F-HR 0001398344-26-000218 filed by TUCKER ASSET 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 ended2025-03-31
    13F 2,553 shares
    Change vs previous 13F -623 shares

    0.02% of the 13F portfolio, value $71,392.

    13F-HR 0001398344-26-000215 filed by TUCKER ASSET 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 ended2024-12-31
    13F 3,176 shares
    Change vs previous 13F +2,284 shares

    0.01% of the 13F portfolio, value $86,768.

    13F-HR 0001398344-25-002523 filed by TUCKER ASSET 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 ended2024-09-30
    13F 892 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $75,401.

    13F-HR 0001398344-25-001689 filed by TUCKER ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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