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Disclosery

Bray Capital Advisors: SCHD position timeline

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

Bray Capital Advisors held 163 SCHD shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 163 shares
    Change vs previous 13F +72 shares

    <0.01% of the 13F portfolio, value $4,452.

    13F-HR 0001580642-25-000663 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 91 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $7,689.

    13F-HR 0001580642-24-006545 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 90 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,019.

    13F-HR 0001580642-24-004036 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 90 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $7,278.

    13F-HR 0001580642-24-002387 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 64 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $4,872.

    13F-HR 0001580642-24-000585 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 55 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,892.

    13F-HR 0001580642-23-005759 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 55 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,994.

    13F-HR 0001580642-23-003829 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 55 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,024.

    13F-HR 0001580642-23-002305 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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