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Aspire Capital Advisors LLC: SCHD position timeline

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

Aspire Capital Advisors LLC held 990,458 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 990,458 shares
    Change vs previous 13F +9,658 shares

    6.12% of the 13F portfolio, value $31,407,408.

    13F-HR 0001951757-26-001092 filed by Aspire Capital 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 980,800 shares
    Change vs previous 13F -83,161 shares

    6.78% of the 13F portfolio, value $30,090,950.

    13F-HR 0001951757-26-000694 filed by Aspire Capital 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 1,063,961 shares
    Change vs previous 13F +30,146 shares

    6.86% of the 13F portfolio, value $29,184,437.

    13F-HR 0001951757-26-000210 filed by Aspire Capital 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 1,033,815 shares
    Change vs previous 13F +131,957 shares

    6.96% of the 13F portfolio, value $28,223,153.

    13F-HR 0001951757-25-001277 filed by Aspire Capital 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 901,858 shares
    Change vs previous 13F -138,202 shares

    6.6% of the 13F portfolio, value $23,899,234.

    13F-HR 0001951757-25-000834 filed by Aspire Capital 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 1,040,060 shares
    Change vs previous 13F -49,585 shares

    8.68% of the 13F portfolio, value $29,080,088.

    13F-HR 0001951757-25-000403 filed by Aspire Capital 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 1,089,645 shares
    Change vs previous 13F +742,136 shares

    8.51% of the 13F portfolio, value $29,769,092.

    13F-HR 0001951757-25-000094 filed by Aspire Capital 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 347,509 shares
    Change vs previous 13F not available

    8.76% of the 13F portfolio, value $29,374,962.

    13F-HR 0001951757-24-001097 filed by Aspire Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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