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Adams Asset Advisors, LLC: SCHD position timeline

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

Adams Asset Advisors, LLC held 229,830 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 229,830 shares
    Change vs previous 13F +12,588 shares

    0.76% of the 13F portfolio, value $7,476,370.

    13F-HR 0001386929-26-000012 filed by Adams Asset Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 217,242 shares
    Change vs previous 13F -2,777 shares

    0.78% of the 13F portfolio, value $6,888,744.

    13F-HR 0001386929-26-000010 filed by Adams Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 220,019 shares
    Change vs previous 13F -7,071 shares

    0.76% of the 13F portfolio, value $6,750,183.

    13F-HR 0001386929-26-000004 filed by Adams Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 227,090 shares
    Change vs previous 13F -4,499 shares

    0.82% of the 13F portfolio, value $6,229,079.

    13F-HR 0001386929-26-000001 filed by Adams Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 231,589 shares
    Change vs previous 13F -197 shares

    0.82% of the 13F portfolio, value $6,322,380.

    13F-HR 0001386929-25-000007 filed by Adams Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 231,786 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $6,142,329.

    13F-HR/A 0001386929-25-000006 filed by Adams Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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