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ADVISORS MANAGEMENT GROUP INC /ADV: SCHD position timeline

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

ADVISORS MANAGEMENT GROUP INC /ADV held 116,658 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,658 shares
    Change vs previous 13F -471 shares

    0.61% of the 13F portfolio, value $3,699,000.

    13F-HR 0000842766-26-000004 filed by ADVISORS MANAGEMENT GROUP INC /ADV
    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 117,129 shares
    Change vs previous 13F +5,350 shares

    0.66% of the 13F portfolio, value $3,593,000.

    13F-HR 0000842766-26-000003 filed by ADVISORS MANAGEMENT GROUP INC /ADV
    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 111,779 shares
    Change vs previous 13F -1,675 shares

    0.56% of the 13F portfolio, value $3,066,000.

    13F-HR 0000842766-26-000001 filed by ADVISORS MANAGEMENT GROUP INC /ADV
    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 113,454 shares
    Change vs previous 13F -506 shares

    0.54% of the 13F portfolio, value $3,097,000.

    13F-HR 0000842766-25-000008 filed by ADVISORS MANAGEMENT GROUP INC /ADV
    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 113,960 shares
    Change vs previous 13F -508 shares

    0.57% of the 13F portfolio, value $3,020,000.

    13F-HR 0000842766-25-000005 filed by ADVISORS MANAGEMENT GROUP INC /ADV
    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 114,468 shares
    Change vs previous 13F +5,896 shares

    0.7% of the 13F portfolio, value $3,201,000.

    13F-HR 0000842766-25-000003 filed by ADVISORS MANAGEMENT GROUP INC /ADV
    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 108,572 shares
    Change vs previous 13F +76,755 shares

    0.7% of the 13F portfolio, value $2,966,000.

    13F-HR 0000842766-25-000001 filed by ADVISORS MANAGEMENT GROUP INC /ADV
    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 31,817 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,690,000.

    13F-HR 0000842766-24-000005 filed by ADVISORS MANAGEMENT GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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