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Advisory Resource Group: SCHD position timeline

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

Advisory Resource Group held 59,694 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,694 shares
    Change vs previous 13F +10,855 shares

    0.28% of the 13F portfolio, value $1,892,895.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 48,839 shares
    Change vs previous 13F -4,414 shares

    0.26% of the 13F portfolio, value $1,498,388.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 53,253 shares
    Change vs previous 13F +2,199 shares

    0.26% of the 13F portfolio, value $1,460,733.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 51,054 shares
    Change vs previous 13F -8,446 shares

    0.25% of the 13F portfolio, value $1,393,777.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 59,500 shares
    Change vs previous 13F +2,520 shares

    0.3% of the 13F portfolio, value $1,576,760.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 56,980 shares
    Change vs previous 13F +6,740 shares

    0.32% of the 13F portfolio, value $1,593,162.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 50,240 shares
    Change vs previous 13F +33,680 shares

    0.29% of the 13F portfolio, value $1,372,554.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 16,560 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,399,814.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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