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Ally Invest Advisors Inc.: SCHD position timeline

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

Ally Invest Advisors Inc. held 56,231 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,231 shares
    Change vs previous 13F +5,198 shares

    0.11% of the 13F portfolio, value $1,783,071.

    13F-HR 0001706013-26-000007 filed by Ally Invest 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 51,033 shares
    Change vs previous 13F +1,757 shares

    0.11% of the 13F portfolio, value $1,565,707.

    13F-HR 0001706013-26-000004 filed by Ally Invest 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 49,276 shares
    Change vs previous 13F +12,043 shares

    0.09% of the 13F portfolio, value $1,351,645.

    13F-HR 0001706013-26-000002 filed by Ally Invest 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 37,233 shares
    Change vs previous 13F +1,481 shares

    0.07% of the 13F portfolio, value $1,016,457.

    13F-HR 0001706013-25-000009 filed by Ally Invest 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 35,752 shares
    Change vs previous 13F -2,529 shares

    0.07% of the 13F portfolio, value $947,417.

    13F-HR 0001706013-25-000007 filed by Ally Invest 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 38,281 shares
    Change vs previous 13F -1,760 shares

    0.09% of the 13F portfolio, value $1,070,335.

    13F-HR 0001706013-25-000004 filed by Ally Invest 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 40,041 shares
    Change vs previous 13F +26,113 shares

    0.09% of the 13F portfolio, value $1,093,932.

    13F-HR 0001706013-25-000002 filed by Ally Invest 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 13,928 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,177,320.

    13F-HR 0001706013-24-000008 filed by Ally Invest Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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