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Disclosery

Blueprint Investment Partners LLC: SCHD position timeline

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

Blueprint Investment Partners LLC held 187,238 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 187,238 shares
    Change vs previous 13F +119,802 shares

    0.28% of the 13F portfolio, value $5,937,298.

    13F-HR 0001794467-26-000009 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 94,148 shares
    • Blueprint Financial Advisors LLC: 93,090 shares

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

  2. period ended2026-03-31
    13F 67,436 shares
    Change vs previous 13F +1,670 shares

    0.12% of the 13F portfolio, value $2,068,929.

    13F-HR 0001794467-26-000008 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 34,244 shares
    • Blueprint Financial Advisors LLC: 33,192 shares

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

  3. period ended2025-12-31
    13F 65,766 shares
    Change vs previous 13F +5,470 shares

    0.11% of the 13F portfolio, value $1,803,961.

    13F-HR 0001794467-26-000007 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 33,296 shares
    • Blueprint Financial Advisors LLC: 32,470 shares

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

  4. period ended2025-09-30
    13F 60,296 shares
    Change vs previous 13F +60,296 shares

    0.14% of the 13F portfolio, value $1,646,075.

    13F-HR 0001794467-25-000006 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 30,557 shares
    • Blueprint Financial Advisors LLC: 29,739 shares

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

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -19,772 shares

    13F-HR 0001794467-25-000002 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 19,772 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $552,825.

    13F-HR 0002054129-25-000003 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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