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Advisory Services Network, LLC: SCHD position timeline

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

Advisory Services Network, LLC held 753,060 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 753,060 shares
    Change vs previous 13F +28,894 shares

    0.27% of the 13F portfolio, value $23,879,533.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, 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 724,166 shares
    Change vs previous 13F +62,830 shares

    0.3% of the 13F portfolio, value $22,217,393.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, 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 661,336 shares
    Change vs previous 13F +7,445 shares

    0.26% of the 13F portfolio, value $18,140,465.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, 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 653,891 shares
    Change vs previous 13F +23,513 shares

    0.26% of the 13F portfolio, value $17,851,206.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, 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 630,378 shares
    Change vs previous 13F +95,628 shares

    0.27% of the 13F portfolio, value $16,705,025.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, 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 534,750 shares
    Change vs previous 13F +89,294 shares

    0.29% of the 13F portfolio, value $14,951,613.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, 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 445,456 shares
    Change vs previous 13F +244,083 shares

    0.23% of the 13F portfolio, value $12,169,846.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, 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 201,373 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $15,658,794.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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