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Disclosery

Advisory Alpha, LLC: SCHD position timeline

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

Advisory Alpha, LLC held 632,443 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 632,443 shares
    Change vs previous 13F +8,516 shares

    0.49% of the 13F portfolio, value $20,054,995.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 623,927 shares
    Change vs previous 13F +846 shares

    0.52% of the 13F portfolio, value $19,142,235.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 623,081 shares
    Change vs previous 13F +3,252 shares

    0.47% of the 13F portfolio, value $17,091,229.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 619,829 shares
    Change vs previous 13F +3,355 shares

    0.47% of the 13F portfolio, value $16,946,263.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 616,474 shares
    Change vs previous 13F +70,039 shares

    0.51% of the 13F portfolio, value $16,336,604.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 546,435 shares
    Change vs previous 13F +57,216 shares

    0.52% of the 13F portfolio, value $15,278,316.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, LLC
    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 489,219 shares
    Change vs previous 13F +345,572 shares

    0.48% of the 13F portfolio, value $13,365,473.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
    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 143,647 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $12,142,623.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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