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American Financial Advisors, LLC: SCHD position timeline

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

American Financial Advisors, LLC held 930,420 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 930,420 shares
    Change vs previous 13F -444,734 shares

    3.55% of the 13F portfolio, value $29,503,605.

    13F-HR 0002085853-26-000727 filed by American Financial 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 ended2026-03-31
    13F 1,375,154 shares
    Change vs previous 13F -36,884 shares

    5.63% of the 13F portfolio, value $42,189,733.

    13F-HR 0002085853-26-000589 filed by American Financial 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 ended2025-12-31
    13F 1,412,038 shares
    Change vs previous 13F +15,081 shares

    5% of the 13F portfolio, value $38,732,207.

    13F-HR 0002085853-26-000173 filed by American Financial 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 ended2025-09-30
    13F 1,396,957 shares
    Change vs previous 13F +312,597 shares

    4.91% of the 13F portfolio, value $38,136,915.

    13F-HR 0002085853-25-000169 filed by American Financial 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 ended2025-06-30
    13F 1,084,360 shares
    Change vs previous 13F +16,469 shares

    4.01% of the 13F portfolio, value $28,735,540.

    13F-HR 0001667731-25-000761 filed by American Financial 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 ended2025-03-31
    13F 1,067,891 shares
    Change vs previous 13F -15,212 shares

    4.33% of the 13F portfolio, value $29,858,233.

    13F-HR 0001667731-25-000565 filed by American Financial 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 ended2024-12-31
    13F 1,083,103 shares
    Change vs previous 13F +724,421 shares

    4.17% of the 13F portfolio, value $29,590,375.

    13F-HR 0001667731-25-000187 filed by American Financial 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 ended2024-09-30
    13F 358,682 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $30,319,420.

    13F-HR 0001767898-24-000004 filed by American Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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