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Disclosery

VAUGHAN DAVID INVESTMENTS LLC/IL: SCHD position timeline

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

VAUGHAN DAVID INVESTMENTS LLC/IL held 1,189,016 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,189,016 shares
    Change vs previous 13F +9,530 shares

    0.75% of the 13F portfolio, value $37,704,000.

    13F-HR 0001063571-26-000004 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 1,179,486 shares
    Change vs previous 13F -30,733 shares

    0.77% of the 13F portfolio, value $36,187,000.

    13F-HR 0001063571-26-000003 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 1,210,219 shares
    Change vs previous 13F +5,149 shares

    0.72% of the 13F portfolio, value $33,196,000.

    13F-HR 0001063571-26-000001 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 1,205,070 shares
    Change vs previous 13F +3,518 shares

    0.71% of the 13F portfolio, value $32,898,000.

    13F-HR 0001063571-25-000006 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 1,201,552 shares
    Change vs previous 13F -2,909 shares

    0.71% of the 13F portfolio, value $31,841,000.

    13F-HR 0001063571-25-000004 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 1,204,461 shares
    Change vs previous 13F -4,288 shares

    0.79% of the 13F portfolio, value $33,677,000.

    13F-HR 0001063571-25-000003 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 1,208,749 shares
    Change vs previous 13F +818,104 shares

    0.78% of the 13F portfolio, value $33,023,000.

    13F-HR 0001063571-25-000002 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 390,645 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $33,021,000.

    13F-HR 0001063571-24-000006 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    Filed (acceptance time not in the bulk data set), ingested

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