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AVANTAX ADVISORY SERVICES, INC.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on SCHD, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 28,436,927 SCHD shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 28,436,927 shares
    Change vs previous 13F +796,001 shares

    4.14% of the 13F portfolio, value $753,578,521.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 27,640,926 shares
    Change vs previous 13F +1,637,300 shares

    4.69% of the 13F portfolio, value $772,840,229.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 26,003,626 shares
    Change vs previous 13F +17,501,170 shares

    4.46% of the 13F portfolio, value $710,419,014.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 8,502,456 shares
    Change vs previous 13F +230,987 shares

    4.72% of the 13F portfolio, value $718,712,526.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 8,271,469 shares
    Change vs previous 13F +496,274 shares

    4.59% of the 13F portfolio, value $643,189,421.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 7,775,195 shares
    Change vs previous 13F +299,496 shares

    5.56% of the 13F portfolio, value $626,913,966.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 7,475,699 shares
    Change vs previous 13F +16,715 shares

    5.65% of the 13F portfolio, value $569,124,936.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 7,458,984 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $527,797,670.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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