Skip to content
Disclosery

Annex Advisory Services, LLC: SCHD position timeline

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

Annex Advisory Services, LLC held 182,569 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 182,569 shares
    Change vs previous 13F -17,795 shares

    0.1% of the 13F portfolio, value $5,789,263.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 200,364 shares
    Change vs previous 13F -112,023 shares

    0.12% of the 13F portfolio, value $6,147,169.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 312,387 shares
    Change vs previous 13F +302,535 shares

    0.16% of the 13F portfolio, value $8,568,777.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 9,852 shares
    Change vs previous 13F +879 shares

    0.01% of the 13F portfolio, value $268,950.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 8,973 shares
    Change vs previous 13F -273 shares

    0.01% of the 13F portfolio, value $237,777.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 9,246 shares
    Change vs previous 13F -2,260 shares

    0.01% of the 13F portfolio, value $258,511.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 11,506 shares
    Change vs previous 13F +7,457 shares

    0.01% of the 13F portfolio, value $314,332.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, 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 4,049 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $342,304.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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