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AllGen Financial Advisors, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AllGen Financial Advisors, Inc. on SCHD, newest first. How the timeline and the estimate are built.

AllGen Financial Advisors, Inc. held 28,866 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,866 shares
    Change vs previous 13F -3,320 shares

    0.2% of the 13F portfolio, value $915,325.

    13F-HR 0002085853-26-000800 filed by AllGen Financial Advisors, Inc.
    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 32,186 shares
    Change vs previous 13F -25,572 shares

    0.23% of the 13F portfolio, value $987,456.

    13F-HR 0002085853-26-000745 filed by AllGen Financial Advisors, Inc.
    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 57,758 shares
    Change vs previous 13F -5,714 shares

    0.38% of the 13F portfolio, value $1,584,295.

    13F-HR 0001705819-26-000011 filed by AllGen Financial Advisors, Inc.
    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 63,472 shares
    Change vs previous 13F -65,921 shares

    0.43% of the 13F portfolio, value $1,732,779.

    13F-HR 0001705819-25-000070 filed by AllGen Financial Advisors, Inc.
    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 129,393 shares
    Change vs previous 13F -337,270 shares

    0.92% of the 13F portfolio, value $3,428,920.

    13F-HR 0001705819-25-000055 filed by AllGen Financial Advisors, Inc.
    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 466,663 shares
    Change vs previous 13F -17,200 shares

    3.86% of the 13F portfolio, value $13,047,895.

    13F-HR 0001705819-25-000033 filed by AllGen Financial Advisors, Inc.
    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 483,863 shares
    Change vs previous 13F +321,461 shares

    4.44% of the 13F portfolio, value $13,219,138.

    13F-HR 0001705819-25-000022 filed by AllGen Financial Advisors, Inc.
    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 162,402 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $13,727,839.

    13F-HR 0001705819-24-000058 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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