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Disclosery

Value Investment Professionals, LLC: SCHD position timeline

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

Value Investment Professionals, LLC held 24,743 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,743 shares
    Change vs previous 13F -102 shares

    0.7% of the 13F portfolio, value $804,900.

    13F-HR 0001754960-26-000836 filed by Value Investment Professionals, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,845 shares
    Change vs previous 13F +24,845 shares

    0.66% of the 13F portfolio, value $787,842.

    13F-HR 0001754960-26-000400 filed by Value Investment Professionals, 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/A 0 shares
    Change vs previous 13F -23,045 shares

    13F-HR/A 0001754960-26-000336 filed by Value Investment Professionals, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 23,045 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $632,133.

    13F-HR 0001754960-26-000166 filed by Value Investment Professionals, LLC
    Filed (acceptance time not in the bulk data set), ingested

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