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Stephens Investment Management Group LLC: SCHD position timeline

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

Stephens Investment Management Group LLC held 1,868,823 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,868,823 shares
    Change vs previous 13F +61,061 shares

    0.66% of the 13F portfolio, value $59,260,391.

    13F-HR 0000757657-26-000017 filed by STEPHENS INC /AR/
    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 1,807,762 shares
    Change vs previous 13F +99,254 shares

    0.69% of the 13F portfolio, value $55,462,138.

    13F-HR 0000757657-26-000013 filed by STEPHENS INC /AR/
    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 1,708,508 shares
    Change vs previous 13F +383,398 shares

    0.58% of the 13F portfolio, value $46,864,388.

    13F-HR 0000757657-26-000003 filed by STEPHENS INC /AR/
    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 1,325,110 shares
    Change vs previous 13F +6,477 shares

    0.46% of the 13F portfolio, value $36,175,491.

    13F-HR 0000757657-25-000022 filed by STEPHENS INC /AR/
    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 1,318,633 shares
    Change vs previous 13F +328,371 shares

    0.48% of the 13F portfolio, value $34,943,763.

    13F-HR 0000757657-25-000019 filed by STEPHENS INC /AR/
    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 990,262 shares
    Change vs previous 13F +65,980 shares

    0.41% of the 13F portfolio, value $27,687,713.

    13F-HR 0000757657-25-000012 filed by STEPHENS INC /AR/
    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 924,282 shares
    Change vs previous 13F +661,996 shares

    0.35% of the 13F portfolio, value $25,251,379.

    13F-HR 0000757657-25-000004 filed by STEPHENS INC /AR/
    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 262,286 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $22,171,034.

    13F-HR 0001314440-24-000016 filed by STEPHENS INC /AR/
    Filed (acceptance time not in the bulk data set), ingested

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