ALPHA CAPITAL ADVISORS INC /ADV: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALPHA CAPITAL ADVISORS INC /ADV on SCHD, newest first. How the timeline and the estimate are built.

ALPHA CAPITAL ADVISORS INC /ADV held 160,414 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 160,414 shares
Change vs previous 13F +2,775 shares
4.39% of the 13F portfolio, value $5,086,720.
13F-HR 0002063364-26-000271 filed by ALPHA CAPITAL ADVISORS INC /ADV
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 157,639 shares
Change vs previous 13F +285 shares
4.6% of the 13F portfolio, value $4,836,367.
13F-HR 0002063364-26-000165 filed by ALPHA CAPITAL ADVISORS INC /ADV
Filed 2026-05-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 157,354 shares
Change vs previous 13F not available
4.18% of the 13F portfolio, value $4,503,479.
13F-HR 0002063364-26-000077 filed by ALPHA CAPITAL ADVISORS INC /ADV
Filed 2026-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).