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Auxano Advisors, LLC: SCHD position timeline

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

Auxano Advisors, LLC held 142,772 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,772 shares
    Change vs previous 13F +1,171 shares

    0.86% of the 13F portfolio, value $4,527,287.

    13F-HR 0001811491-26-000004 filed by Auxano 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 141,601 shares
    Change vs previous 13F -5,347 shares

    0.87% of the 13F portfolio, value $4,344,330.

    13F-HR 0001811491-26-000003 filed by Auxano 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 146,948 shares
    Change vs previous 13F -16,504 shares

    0.8% of the 13F portfolio, value $4,030,782.

    13F-HR 0001811491-26-000001 filed by Auxano 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 163,452 shares
    Change vs previous 13F -20,313 shares

    0.95% of the 13F portfolio, value $4,462,252.

    13F-HR 0001811491-25-000002 filed by Auxano 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 183,765 shares
    Change vs previous 13F +1,108 shares

    1.14% of the 13F portfolio, value $4,869,764.

    13F-HR 0001085146-25-004846 filed by Auxano 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 182,657 shares
    Change vs previous 13F -654 shares

    1.35% of the 13F portfolio, value $5,107,077.

    13F-HR 0001085146-25-002590 filed by Auxano 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 183,311 shares
    Change vs previous 13F +122,553 shares

    1.26% of the 13F portfolio, value $5,008,068.

    13F-HR 0001085146-25-000848 filed by Auxano 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 60,758 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $5,135,881.

    13F-HR 0001085146-24-005409 filed by Auxano Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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