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UPTICK PARTNERS, LLC: SCHD position timeline

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

UPTICK PARTNERS, LLC held 17,654 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,654 shares
    Change vs previous 13F +7 shares

    0.09% of the 13F portfolio, value $559,803.

    13F-HR 0002005353-26-000004 filed by UPTICK 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 17,647 shares
    Change vs previous 13F +1,726 shares

    0.11% of the 13F portfolio, value $541,407.

    13F-HR 0001986152-26-000058 filed by UPTICK 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 15,921 shares
    Change vs previous 13F +2,576 shares

    0.09% of the 13F portfolio, value $436,713.

    13F-HR 0001986152-26-000003 filed by UPTICK 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 13,345 shares
    Change vs previous 13F -4,083 shares

    0.1% of the 13F portfolio, value $364,319.

    13F-HR 0001986152-25-000099 filed by UPTICK 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 17,428 shares
    Change vs previous 13F +1,501 shares

    0.13% of the 13F portfolio, value $461,851.

    13F-HR 0001986152-25-000054 filed by UPTICK 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 15,927 shares
    Change vs previous 13F +187 shares

    0.15% of the 13F portfolio, value $445,333.

    13F-HR 0001986152-25-000034 filed by UPTICK 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 15,740 shares
    Change vs previous 13F +9,874 shares

    0.16% of the 13F portfolio, value $430,017.

    13F-HR 0001986152-25-000007 filed by UPTICK 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 5,866 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $495,853.

    13F-HR 0001986152-24-000053 filed by UPTICK PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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