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Disclosery

Gradient Investments LLC: SCHD position timeline

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

Gradient Investments LLC held 68,088 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 68,088 shares
    Change vs previous 13F +6,131 shares

    0.03% of the 13F portfolio, value $2,214,913.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 61,957 shares
    Change vs previous 13F +7,545 shares

    0.03% of the 13F portfolio, value $1,964,642.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 54,412 shares
    Change vs previous 13F +1,730 shares

    0.03% of the 13F portfolio, value $1,669,370.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 52,682 shares
    Change vs previous 13F +186 shares

    0.02% of the 13F portfolio, value $1,445,074.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 52,496 shares
    Change vs previous 13F +4,712 shares

    0.02% of the 13F portfolio, value $1,433,140.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 47,784 shares
    Change vs previous 13F +1,786 shares

    0.02% of the 13F portfolio, value $1,266,282.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 45,998 shares
    Change vs previous 13F -843 shares

    0.03% of the 13F portfolio, value $1,286,097.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 46,841 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,279,698.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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