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Whitegate Investment Counselors, Inc.: SCHD position timeline

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

Whitegate Investment Counselors, Inc. held 497,459 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 497,459 shares
    Change vs previous 13F -1,756 shares

    4.49% of the 13F portfolio, value $15,774,410.

    13F-HR 0001667102-26-000003 filed by Whitegate Investment Counselors, 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 499,215 shares
    Change vs previous 13F -4,013 shares

    4.87% of the 13F portfolio, value $15,315,928.

    13F-HR 0001667102-26-000002 filed by Whitegate Investment Counselors, 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 503,228 shares
    Change vs previous 13F -15,467 shares

    4.31% of the 13F portfolio, value $13,803,557.

    13F-HR 0001667102-26-000001 filed by Whitegate Investment Counselors, 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 518,695 shares
    Change vs previous 13F -20,727 shares

    4.66% of the 13F portfolio, value $14,160,375.

    13F-HR 0001667102-25-000006 filed by Whitegate Investment Counselors, 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 539,422 shares
    Change vs previous 13F -921 shares

    4.85% of the 13F portfolio, value $14,294,704.

    13F-HR 0001667102-25-000003 filed by Whitegate Investment Counselors, 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 540,343 shares
    Change vs previous 13F -50,636 shares

    5.36% of the 13F portfolio, value $15,108,016.

    13F-HR 0001667102-25-000002 filed by Whitegate Investment Counselors, 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 590,979 shares
    Change vs previous 13F +353,886 shares

    5.54% of the 13F portfolio, value $16,145,570.

    13F-HR 0001667102-25-000001 filed by Whitegate Investment Counselors, 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 237,093 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $20,041,447.

    13F-HR 0001667102-24-000005 filed by Whitegate Investment Counselors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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