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Disclosery

Verum Partners LLC: SCHD position timeline

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

Verum Partners LLC held 31,382 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,382 shares
    Change vs previous 13F -2,929 shares

    0.15% of the 13F portfolio, value $995,131.

    13F-HR 0001951757-26-001018 filed by Verum 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 34,311 shares
    Change vs previous 13F +270 shares

    0.2% of the 13F portfolio, value $1,052,674.

    13F-HR 0001951757-26-000610 filed by Verum 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 34,041 shares
    Change vs previous 13F -5,244 shares

    0.19% of the 13F portfolio, value $933,734.

    13F-HR 0001951757-26-000077 filed by Verum 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 39,285 shares
    Change vs previous 13F -3,547 shares

    0.23% of the 13F portfolio, value $1,072,473.

    13F-HR 0001951757-25-001378 filed by Verum 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 42,832 shares
    Change vs previous 13F -13,228 shares

    0.26% of the 13F portfolio, value $1,135,040.

    13F-HR 0001951757-25-000850 filed by Verum 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 56,060 shares
    Change vs previous 13F -9,702 shares

    0.42% of the 13F portfolio, value $1,567,447.

    13F-HR 0001951757-25-000338 filed by Verum 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 65,762 shares
    Change vs previous 13F +43,646 shares

    0.52% of the 13F portfolio, value $1,796,625.

    13F-HR 0001951757-25-000053 filed by Verum 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 22,116 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,869,469.

    13F-HR 0001951757-24-001044 filed by Verum Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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