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Disclosery

Bridge Advisory, LLC: SCHD position timeline

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

Bridge Advisory, LLC held 17,055 SCHD shares at 2024-09-30 per its 13F-HR filed 2024-10-01.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 17,055 shares
    Change vs previous 13F -778 shares

    0.69% of the 13F portfolio, value $1,441,640.

    13F-HR 0001847956-24-000004 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 17,833 shares
    Change vs previous 13F -44 shares

    0.68% of the 13F portfolio, value $1,386,706.

    13F-HR 0001847956-24-000003 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 17,877 shares
    Change vs previous 13F +6,309 shares

    0.72% of the 13F portfolio, value $1,441,391.

    13F-HR 0001847956-24-000002 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 11,568 shares
    Change vs previous 13F +11,568 shares

    0.44% of the 13F portfolio, value $880,692.

    13F-HR 0001847956-24-000001 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -3,246 shares

    13F-HR 0001847956-23-000005 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2023-06-30
    13F 3,246 shares
    Change vs previous 13F +13 shares

    0.09% of the 13F portfolio, value $235,734.

    13F-HR 0001847956-23-000004 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 3,233 shares
    Change vs previous 13F -2,027 shares

    0.09% of the 13F portfolio, value $236,519.

    13F-HR 0001847956-23-000003 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 5,260 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $397,369.

    13F-HR 0001847956-23-000002 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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