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Asset Advisors Investment Management, LLC: SCHD position timeline

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

Asset Advisors Investment Management, LLC held 2,326,736 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,326,736 shares
    Change vs previous 13F -191,827 shares

    6.77% of the 13F portfolio, value $73,780,814.

    13F-HR 0001756695-26-000003 filed by Asset Advisors Investment Management, 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 2,518,563 shares
    Change vs previous 13F -15,928 shares

    7.37% of the 13F portfolio, value $77,269,528.

    13F-HR 0001756695-26-000002 filed by Asset Advisors Investment Management, 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 2,534,491 shares
    Change vs previous 13F -108,331 shares

    6.41% of the 13F portfolio, value $69,521,101.

    13F-HR 0001756695-26-000001 filed by Asset Advisors Investment Management, 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 2,642,822 shares
    Change vs previous 13F -79,563 shares

    6.83% of the 13F portfolio, value $72,149,054.

    13F-HR 0001756695-25-000009 filed by Asset Advisors Investment Management, 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 2,722,385 shares
    Change vs previous 13F -46,681 shares

    7.13% of the 13F portfolio, value $72,143,215.

    13F-HR 0001756695-25-000006 filed by Asset Advisors Investment Management, 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 2,769,066 shares
    Change vs previous 13F -67,469 shares

    8.13% of the 13F portfolio, value $77,423,099.

    13F-HR 0001756695-25-000005 filed by Asset Advisors Investment Management, 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 2,836,535 shares
    Change vs previous 13F +1,850,417 shares

    8.11% of the 13F portfolio, value $77,494,149.

    13F-HR 0001376474-25-000141 filed by Asset Advisors Investment Management, 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 986,118 shares
    Change vs previous 13F not available

    8.67% of the 13F portfolio, value $83,356,596.

    13F-HR 0001376474-24-000720 filed by Asset Advisors Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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