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Disclosery

Advance Capital Management, Inc.: SCHD position timeline

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

Advance Capital Management, Inc. held 31,165 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,165 shares
    Change vs previous 13F +1,495 shares

    0.03% of the 13F portfolio, value $988,228.

    13F-HR 0002085853-26-000991 filed by Advance Capital Management, 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 29,670 shares
    Change vs previous 13F -2,223 shares

    0.03% of the 13F portfolio, value $910,285.

    13F-HR 0002085853-26-000517 filed by Advance Capital Management, 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 31,893 shares
    Change vs previous 13F -5,173 shares

    0.04% of the 13F portfolio, value $874,829.

    13F-HR 0001536029-26-000001 filed by Advance Capital Management, 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 37,066 shares
    Change vs previous 13F -2,743 shares

    0.04% of the 13F portfolio, value $1,011,890.

    13F-HR 0001536029-25-000006 filed by Advance Capital Management, 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 39,809 shares
    Change vs previous 13F -8,902 shares

    0.05% of the 13F portfolio, value $1,054,926.

    13F-HR 0001536029-25-000004 filed by Advance Capital Management, 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 48,711 shares
    Change vs previous 13F +9,104 shares

    0.07% of the 13F portfolio, value $1,361,964.

    13F-HR 0001536029-25-000003 filed by Advance Capital Management, 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 39,607 shares
    Change vs previous 13F +28,533 shares

    0.05% of the 13F portfolio, value $1,082,055.

    13F-HR 0001536029-25-000001 filed by Advance Capital Management, 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 11,074 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $936,084.

    13F-HR 0001536029-24-000006 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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