Barry Investment Advisors, LLC: SCHD position timeline

Barry Investment Advisors, LLC held 443,568 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 443,568 shares

   Change vs previous 13F +117,256 shares

   2.76% of the 13F portfolio, value $14,429,278.

   13F-HR 0002085853-26-001166 filed by Barry Investment Advisors, LLC
   Accepted 2026-10-14 12:51:27 UTC, ingested 2026-10-14 12:52:28 UTC

2. period ended2026-06-30

   13F 326,312 shares

   Change vs previous 13F +75,082 shares

   2.16% of the 13F portfolio, value $10,347,351.

   13F-HR 0002085853-26-000677 filed by Barry Investment Advisors, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 251,230 shares

   Change vs previous 13F +30,427 shares

   1.7% of the 13F portfolio, value $7,707,741.

   13F-HR 0002085853-26-000467 filed by Barry Investment Advisors, LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 220,803 shares

   Change vs previous 13F -4,920 shares

   1.35% of the 13F portfolio, value $6,056,635.

   13F-HR 0002085853-26-000228 filed by Barry Investment Advisors, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 225,723 shares

   Change vs previous 13F +18,282 shares

   1.42% of the 13F portfolio, value $6,162,237.

   13F-HR 0001631639-25-000004 filed by Barry Investment Advisors, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 207,441 shares

   Change vs previous 13F +9,154 shares

   1.37% of the 13F portfolio, value $5,497,192.

   13F-HR 0001221073-25-000059 filed by Barry Investment Advisors, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 198,287 shares

   Change vs previous 13F +33,490 shares

   1.47% of the 13F portfolio, value $5,544,118.

   13F-HR 0001221073-25-000045 filed by Barry Investment Advisors, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 164,797 shares

   Change vs previous 13F not available

   1.45% of the 13F portfolio, value $4,502,244.

   13F-HR 0001221073-25-000009 filed by Barry Investment Advisors, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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