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Arkadios Wealth Advisors: SCHD position timeline

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

Arkadios Wealth Advisors held 752,164 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 752,164 shares
    Change vs previous 13F +180,246 shares

    0.37% of the 13F portfolio, value $23,851,113.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 571,918 shares
    Change vs previous 13F +228,125 shares

    0.29% of the 13F portfolio, value $17,546,416.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 343,793 shares
    Change vs previous 13F +23,158 shares

    0.19% of the 13F portfolio, value $9,430,246.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 320,635 shares
    Change vs previous 13F +105,992 shares

    0.21% of the 13F portfolio, value $8,753,355.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 214,643 shares
    Change vs previous 13F +38,461 shares

    0.17% of the 13F portfolio, value $5,688,057.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 176,182 shares
    Change vs previous 13F +93,068 shares

    0.19% of the 13F portfolio, value $4,926,048.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 83,114 shares
    Change vs previous 13F +56,571 shares

    0.12% of the 13F portfolio, value $2,270,663.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 26,543 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,243,650.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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