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Disclosery

Madison Asset Management, LLC: SCHD position timeline

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

Madison Asset Management, LLC held 535,292 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 535,292 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $16,974,109.

    13F-HR 0001954889-26-000022 filed by Madison Asset Management, LLC
    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 535,292 shares
    Change vs previous 13F +170,000 shares

    0.2% of the 13F portfolio, value $16,422,759.

    13F-HR 0001954889-26-000018 filed by Madison Asset Management, LLC
    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 365,292 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $10,019,960.

    13F-HR 0001954889-26-000008 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 365,292 shares
    Change vs previous 13F -9,059 shares

    0.11% of the 13F portfolio, value $9,972,472.

    13F-HR 0001954889-25-000033 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 374,351 shares
    Change vs previous 13F +103,849 shares

    0.11% of the 13F portfolio, value $9,920,302.

    13F-HR 0001954889-25-000027 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 270,502 shares
    Change vs previous 13F -14,558 shares

    0.08% of the 13F portfolio, value $7,563,236.

    13F-HR 0001954889-25-000019 filed by Madison Asset Management, LLC
    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/A 285,060 shares
    Change vs previous 13F +237,550 shares

    0.04% of the 13F portfolio, value $7,787,840.

    13F-HR 0001954889-25-000006 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Madison Asset Management, LLC: 142,530 shares
    • Madison Investment Advisors, LLC: 142,530 shares

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

  8. period ended2024-09-30
    13F 47,510 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,016,020.

    13F-HR 0001954889-24-000003 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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