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AlphaQ Advisors LLC: SCHD position timeline

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

AlphaQ Advisors LLC held 22,673 SCHD shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 22,673 shares
    Change vs previous 13F +799 shares

    1.52% of the 13F portfolio, value $633,937.

    13F-HR 0001172661-25-002226 filed by AlphaQ Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 21,874 shares
    Change vs previous 13F +14,608 shares

    1.63% of the 13F portfolio, value $597,598.

    13F-HR 0001172661-25-001320 filed by AlphaQ 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 ended2024-09-30
    13F 7,266 shares
    Change vs previous 13F +72 shares

    1.72% of the 13F portfolio, value $614,195.

    13F-HR 0001172661-24-005011 filed by AlphaQ 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 ended2024-06-30
    13F 7,194 shares
    Change vs previous 13F -67 shares

    1.65% of the 13F portfolio, value $559,405.

    13F-HR 0001172661-24-002954 filed by AlphaQ 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 ended2024-03-31
    13F 7,261 shares
    Change vs previous 13F -11 shares

    0.35% of the 13F portfolio, value $585,454.

    13F-HR 0001172661-24-001987 filed by AlphaQ 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 ended2023-12-31
    13F 7,272 shares
    Change vs previous 13F +1,451 shares

    0.38% of the 13F portfolio, value $553,617.

    13F-HR 0001172661-24-000363 filed by AlphaQ 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 ended2023-09-30
    13F 5,821 shares
    Change vs previous 13F +3 shares

    0.36% of the 13F portfolio, value $411,894.

    13F-HR 0001172661-23-003512 filed by AlphaQ 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 ended2023-06-30
    13F 5,818 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $422,503.

    13F-HR 0001172661-23-002806 filed by AlphaQ Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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