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AdvisorNet Financial, Inc: SCHD position timeline

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

AdvisorNet Financial, Inc held 850,999 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 850,999 shares
    Change vs previous 13F +44,760 shares

    1.23% of the 13F portfolio, value $26,985,175.

    13F-HR 0001409362-26-000004 filed by AdvisorNet Financial, 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 806,239 shares
    Change vs previous 13F -54,966 shares

    1.28% of the 13F portfolio, value $24,735,403.

    13F-HR 0001409362-26-000002 filed by AdvisorNet Financial, 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 861,205 shares
    Change vs previous 13F -93,457 shares

    1.26% of the 13F portfolio, value $23,622,841.

    13F-HR 0001409362-26-000001 filed by AdvisorNet Financial, 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 954,662 shares
    Change vs previous 13F -32,366 shares

    1.48% of the 13F portfolio, value $26,062,281.

    13F-HR 0001409362-25-000007 filed by AdvisorNet Financial, 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 987,028 shares
    Change vs previous 13F +99,416 shares

    1.69% of the 13F portfolio, value $26,156,254.

    13F-HR 0001409362-25-000004 filed by AdvisorNet Financial, 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 887,612 shares
    Change vs previous 13F +104,544 shares

    1.84% of the 13F portfolio, value $24,817,618.

    13F-HR 0001409362-25-000002 filed by AdvisorNet Financial, 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 783,068 shares
    Change vs previous 13F +543,103 shares

    1.79% of the 13F portfolio, value $21,393,431.

    13F-HR 0001409362-25-000001 filed by AdvisorNet Financial, 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 239,965 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $20,284,261.

    13F-HR 0001409362-24-000005 filed by AdvisorNet Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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