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Disclosery

Verus Financial Partners, Inc.: SCHD position timeline

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

Verus Financial Partners, Inc. held 67,820 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,820 shares
    Change vs previous 13F -5,934 shares

    0.18% of the 13F portfolio, value $2,150,571.

    13F-HR 0001481714-26-000005 filed by Verus Financial Partners, Inc.
    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 73,754 shares
    Change vs previous 13F -15,869 shares

    0.2% of the 13F portfolio, value $2,272,362.

    13F-HR 0001481714-26-000003 filed by Verus Financial Partners, Inc.
    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 89,623 shares
    Change vs previous 13F -944,739 shares

    0.24% of the 13F portfolio, value $2,615,203.

    13F-HR 0001481714-26-000001 filed by Verus Financial Partners, Inc.
    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 1,034,362 shares
    Change vs previous 13F +17,749 shares

    2.72% of the 13F portfolio, value $28,238,086.

    13F-HR 0001481714-25-000012 filed by Verus Financial Partners, Inc.
    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 1,016,613 shares
    Change vs previous 13F +27,215 shares

    2.83% of the 13F portfolio, value $27,743,376.

    13F-HR 0001481714-25-000006 filed by Verus Financial Partners, Inc.
    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 989,398 shares
    Change vs previous 13F +20,411 shares

    2.87% of the 13F portfolio, value $25,160,401.

    13F-HR 0001481714-25-000005 filed by Verus Financial Partners, Inc.
    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 968,987 shares
    Change vs previous 13F +648,370 shares

    2.94% of the 13F portfolio, value $26,172,345.

    13F-HR 0001481714-25-000002 filed by Verus Financial Partners, Inc.
    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 320,617 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $27,085,713.

    13F-HR 0001481714-24-000009 filed by Verus Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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