OPPENHEIMER ASSET MANAGEMENT INC.: SCHD position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 867,109 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 867,109 shares
Change vs previous 13F +14,924 shares
0.14% of the 13F portfolio, value $27,496,026.
13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- OPPENHEIMER & CO INC: 587,675 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 279,434 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 852,185 shares
Change vs previous 13F +71,289 shares
0.15% of the 13F portfolio, value $26,145,035.
13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- OPPENHEIMER & CO INC: 642,261 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 209,924 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 780,896 shares
Change vs previous 13F -11,067 shares
0.14% of the 13F portfolio, value $21,419,977.
13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- OPPENHEIMER & CO INC: 611,786 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 169,110 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 791,963 shares
Change vs previous 13F +53,955 shares
0.13% of the 13F portfolio, value $21,620,590.
13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- OPPENHEIMER & CO INC: 632,018 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 159,945 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 738,008 shares
Change vs previous 13F +7,449 shares
0.12% of the 13F portfolio, value $19,557,212.
13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- OPPENHEIMER & CO INC: 581,556 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 156,452 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 730,559 shares
Change vs previous 13F +89,542 shares
0.14% of the 13F portfolio, value $20,426,430.
13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- OPPENHEIMER & CO INC: 538,426 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 192,133 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 641,017 shares
Change vs previous 13F +447,348 shares
0.12% of the 13F portfolio, value $17,512,584.
13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- OPPENHEIMER & CO INC: 460,810 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 180,207 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 193,669 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $16,370,841.
13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- OPPENHEIMER & CO INC: 133,500 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 60,169 shares
Acceptance time not in the bulk data set (spec §4.2).