Skip to content
Disclosery

Astoria Portfolio Advisors LLC.: SCHD position timeline

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

Astoria Portfolio Advisors LLC. held 65,420 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,420 shares
    Change vs previous 13F +2,657 shares

    0.35% of the 13F portfolio, value $2,074,462.

    13F-HR 0001931642-26-000005 filed by Astoria Portfolio 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 62,763 shares
    Change vs previous 13F +2,905 shares

    0.42% of the 13F portfolio, value $1,953,801.

    13F-HR 0001931642-26-000004 filed by Astoria Portfolio 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 59,858 shares
    Change vs previous 13F +2,684 shares

    0.43% of the 13F portfolio, value $1,887,308.

    13F-HR 0001931642-26-000001 filed by Astoria Portfolio 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 57,174 shares
    Change vs previous 13F -2,316 shares

    0.41% of the 13F portfolio, value $1,553,987.

    13F-HR 0001931642-25-000008 filed by Astoria Portfolio 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 59,490 shares
    Change vs previous 13F -3,313 shares

    0.46% of the 13F portfolio, value $1,622,876.

    13F-HR 0001931642-25-000007 filed by Astoria Portfolio 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 62,803 shares
    Change vs previous 13F +7,054 shares

    0.54% of the 13F portfolio, value $1,596,458.

    13F-HR 0001931642-25-000005 filed by Astoria Portfolio 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 55,749 shares
    Change vs previous 13F +16,065 shares

    0.55% of the 13F portfolio, value $1,534,212.

    13F-HR 0001931642-25-000001 filed by Astoria Portfolio 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 39,684 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,132,586.

    13F-HR 0001931642-24-000005 filed by Astoria Portfolio Advisors LLC.
    Filed (acceptance time not in the bulk data set), ingested

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