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WEIK CAPITAL MANAGEMENT: SCHD position timeline

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

WEIK CAPITAL MANAGEMENT held 19,105 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,105 shares
    Change vs previous 13F -6,650 shares

    0.23% of the 13F portfolio, value $605,820.

    13F-HR 0001278793-26-000008 filed by WEIK CAPITAL MANAGEMENT
    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 25,755 shares
    Change vs previous 13F -50 shares

    0.31% of the 13F portfolio, value $790,163.

    13F-HR 0001278793-26-000006 filed by WEIK CAPITAL MANAGEMENT
    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 25,805 shares
    Change vs previous 13F -1,700 shares

    0.27% of the 13F portfolio, value $707,831.

    13F-HR 0001278793-26-000004 filed by WEIK CAPITAL MANAGEMENT
    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 27,505 shares
    Change vs previous 13F -305 shares

    0.28% of the 13F portfolio, value $750,886.

    13F-HR 0001278793-25-000009 filed by WEIK CAPITAL MANAGEMENT
    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 27,810 shares
    Change vs previous 13F +1,200 shares

    0.29% of the 13F portfolio, value $736,965.

    13F-HR 0001278793-25-000006 filed by WEIK CAPITAL MANAGEMENT
    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 26,610 shares
    Change vs previous 13F +4,275 shares

    0.3% of the 13F portfolio, value $744,016.

    13F-HR 0001278793-25-000004 filed by WEIK CAPITAL MANAGEMENT
    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 22,335 shares
    Change vs previous 13F +15,015 shares

    0.25% of the 13F portfolio, value $610,192.

    13F-HR 0001278793-25-000002 filed by WEIK CAPITAL MANAGEMENT
    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 7,320 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $618,760.

    13F-HR 0001278793-24-000008 filed by WEIK CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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