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ADVISORTRUST PARTNERS, LLC: SCHD position timeline

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

ADVISORTRUST PARTNERS, LLC held 159,070 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,070 shares
    Change vs previous 13F +111,645 shares

    1.73% of the 13F portfolio, value $5,044,125.

    13F-HR 0001398344-26-013936 filed by ADVISORTRUST PARTNERS, LLC
    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 47,425 shares
    Change vs previous 13F -8,899 shares

    0.61% of the 13F portfolio, value $1,454,997.

    13F-HR 0001398344-26-008546 filed by ADVISORTRUST PARTNERS, LLC
    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 56,324 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,544,958.

    13F-HR 0001398344-26-004941 filed by ADVISORTRUST PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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