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Disclosery

Savant Capital, LLC: SCHD position timeline

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

Savant Capital, LLC held 1,013,858 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 1,013,858 shares
    Change vs previous 13F +867,341 shares

    0.1% of the 13F portfolio, value $33,580,137.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 146,517 shares
    Change vs previous 13F +16,925 shares

    0.02% of the 13F portfolio, value $4,495,129.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 129,592 shares
    Change vs previous 13F +13,733 shares

    0.02% of the 13F portfolio, value $3,554,692.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 115,859 shares
    Change vs previous 13F -935 shares

    0.02% of the 13F portfolio, value $3,162,946.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 116,794 shares
    Change vs previous 13F +19,483 shares

    0.02% of the 13F portfolio, value $3,095,034.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 97,311 shares
    Change vs previous 13F +440 shares

    0.02% of the 13F portfolio, value $2,720,811.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 96,871 shares
    Change vs previous 13F +63,410 shares

    0.02% of the 13F portfolio, value $2,646,506.

    13F-HR 0001085146-25-000573 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 33,461 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,828,468.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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