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BENJAMIN EDWARDS INC: SCHD position timeline

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

BENJAMIN EDWARDS INC held 295,957 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 295,957 shares
    Change vs previous 13F +30,085 shares

    0.09% of the 13F portfolio, value $9,385,033.

    13F-HR 0001451623-26-000004 filed by BENJAMIN EDWARDS 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 265,872 shares
    Change vs previous 13F -155,541 shares

    0.08% of the 13F portfolio, value $8,157,260.

    13F-HR 0001451623-26-000003 filed by BENJAMIN EDWARDS 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 421,413 shares
    Change vs previous 13F +23,121 shares

    0.13% of the 13F portfolio, value $11,559,864.

    13F-HR 0001451623-26-000001 filed by BENJAMIN EDWARDS 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 398,292 shares
    Change vs previous 13F +27,850 shares

    0.12% of the 13F portfolio, value $10,873,882.

    13F-HR 0001451623-25-000012 filed by BENJAMIN EDWARDS 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 370,442 shares
    Change vs previous 13F +15,838 shares

    0.12% of the 13F portfolio, value $9,816,714.

    13F-HR 0001445065-25-000007 filed by BENJAMIN EDWARDS 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 354,604 shares
    Change vs previous 13F +18,514 shares

    0.14% of the 13F portfolio, value $9,914,741.

    13F-HR 0001451623-25-000004 filed by BENJAMIN EDWARDS 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 336,090 shares
    Change vs previous 13F +222,561 shares

    0.13% of the 13F portfolio, value $9,182,628.

    13F-HR 0001451623-25-000001 filed by BENJAMIN EDWARDS 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 113,529 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $9,598,526.

    13F-HR 0001445065-24-000019 filed by BENJAMIN EDWARDS INC
    Filed (acceptance time not in the bulk data set), ingested

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