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Arrowroot Family Office, LLC: SCHD position timeline

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

Arrowroot Family Office, LLC held 246,074 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 246,074 shares
    Change vs previous 13F -3,664 shares

    2.23% of the 13F portfolio, value $7,803,007.

    13F-HR 0001420506-26-001441 filed by Arrowroot Family Office, 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/A 249,738 shares
    Change vs previous 13F -8,709 shares

    2.53% of the 13F portfolio, value $7,661,972.

    13F-HR/A 0001420506-26-001082 filed by Arrowroot Family Office, 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 258,447 shares
    Change vs previous 13F -3,238 shares

    2.58% of the 13F portfolio, value $7,089,209.

    13F-HR 0001420506-26-000271 filed by Arrowroot Family Office, 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 261,685 shares
    Change vs previous 13F -822 shares

    2.85% of the 13F portfolio, value $7,144,003.

    13F-HR 0002017744-25-000003 filed by Arrowroot Family Office, 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 262,507 shares
    Change vs previous 13F +66,917 shares

    3.12% of the 13F portfolio, value $6,956,442.

    13F-HR 0001420506-25-001708 filed by Arrowroot Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 195,590 shares
    Change vs previous 13F +130,995 shares

    2.78% of the 13F portfolio, value $5,343,520.

    13F-HR 0001420506-25-000507 filed by Arrowroot Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 64,595 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $5,460,198.

    13F-HR 0001420506-24-002507 filed by Arrowroot Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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