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1620 INVESTMENT ADVISORS, INC.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1620 INVESTMENT ADVISORS, INC. on SCHD, newest first. How the timeline and the estimate are built.

1620 INVESTMENT ADVISORS, INC. held 10,011 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,011 shares
    Change vs previous 13F -2,558 shares

    0.2% of the 13F portfolio, value $317,454.

    13F-HR 0001907281-26-000003 filed by 1620 INVESTMENT ADVISORS, INC.
    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 12,569 shares
    Change vs previous 13F -1,253 shares

    0.26% of the 13F portfolio, value $385,631.

    13F-HR 0001907281-26-000002 filed by 1620 INVESTMENT ADVISORS, INC.
    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 13,822 shares
    Change vs previous 13F -2,058 shares

    0.25% of the 13F portfolio, value $379,155.

    13F-HR 0001907281-26-000001 filed by 1620 INVESTMENT ADVISORS, INC.
    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 15,880 shares
    Change vs previous 13F +8,002 shares

    0.29% of the 13F portfolio, value $433,537.

    13F-HR 0001907281-25-000007 filed by 1620 INVESTMENT ADVISORS, INC.
    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 7,878 shares
    Change vs previous 13F +2 shares

    0.15% of the 13F portfolio, value $208,776.

    13F-HR 0001907281-25-000004 filed by 1620 INVESTMENT ADVISORS, INC.
    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 7,876 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $220,218.

    13F-HR 0001907281-25-000002 filed by 1620 INVESTMENT ADVISORS, INC.
    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 7,874 shares
    Change vs previous 13F +5,625 shares

    0.16% of the 13F portfolio, value $215,124.

    13F-HR 0001907281-25-000001 filed by 1620 INVESTMENT ADVISORS, INC.
    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 2,249 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $190,123.

    13F-HR 0001907281-24-000003 filed by 1620 INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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