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Disclosery

Walker Financial Services, Inc.: SCHD position timeline

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

Walker Financial Services, Inc. held 842,806 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 842,806 shares
    Change vs previous 13F -47,834 shares

    8.27% of the 13F portfolio, value $26,725,398.

    13F-HR 0001172661-26-002621 filed by Walker Financial Services, 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 890,640 shares
    Change vs previous 13F -146,937 shares

    9.35% of the 13F portfolio, value $27,324,827.

    13F-HR 0001172661-26-001556 filed by Walker Financial Services, 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 1,037,577 shares
    Change vs previous 13F -146,915 shares

    10.31% of the 13F portfolio, value $28,460,750.

    13F-HR 0001172661-26-000340 filed by Walker Financial Services, 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 1,184,492 shares
    Change vs previous 13F -338,367 shares

    12.58% of the 13F portfolio, value $32,336,637.

    13F-HR 0001172661-25-004183 filed by Walker Financial Services, 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 1,522,859 shares
    Change vs previous 13F +114,481 shares

    18.34% of the 13F portfolio, value $40,355,758.

    13F-HR 0001172661-25-002563 filed by Walker Financial Services, 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 1,408,378 shares
    Change vs previous 13F +100,381 shares

    20.64% of the 13F portfolio, value $39,378,247.

    13F-HR 0001172661-25-001552 filed by Walker Financial Services, 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 1,307,997 shares
    Change vs previous 13F +921,055 shares

    20.77% of the 13F portfolio, value $35,734,498.

    13F-HR 0001172661-25-000202 filed by Walker Financial Services, 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 386,942 shares
    Change vs previous 13F not available

    22.12% of the 13F portfolio, value $32,708,169.

    13F-HR 0001172661-24-004189 filed by Walker Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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