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Allied Investment Advisors, LLC: SCHD position timeline

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

Allied Investment Advisors, LLC held 1,540,888 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,540,888 shares
    Change vs previous 13F -330,510 shares

    4.73% of the 13F portfolio, value $50,125,082.

    13F-HR 0001729869-26-000006 filed by Allied Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,871,398 shares
    Change vs previous 13F +54,773 shares

    7.45% of the 13F portfolio, value $59,342,058.

    13F-HR 0001729869-26-000004 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,816,625 shares
    Change vs previous 13F +32,760 shares

    7.99% of the 13F portfolio, value $55,734,051.

    13F-HR 0001729869-26-000003 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,783,865 shares
    Change vs previous 13F +75,604 shares

    7.56% of the 13F portfolio, value $48,931,417.

    13F-HR 0001729869-26-000001 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,708,261 shares
    Change vs previous 13F +75,671 shares

    7.42% of the 13F portfolio, value $46,635,525.

    13F-HR 0001729869-25-000009 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,632,590 shares
    Change vs previous 13F +101,274 shares

    7.56% of the 13F portfolio, value $43,263,635.

    13F-HR 0001729869-25-000006 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,531,316 shares
    Change vs previous 13F +76,370 shares

    8.12% of the 13F portfolio, value $42,815,595.

    13F-HR 0001729869-25-000004 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,454,946 shares
    Change vs previous 13F not available

    8.01% of the 13F portfolio, value $39,749,125.

    13F-HR 0001729869-25-000002 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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