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Cambridge Advisors Inc.: SCHD position timeline

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

Cambridge Advisors Inc. held 127,686 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,686 shares
    Change vs previous 13F -2,530 shares

    0.7% of the 13F portfolio, value $4,048,932.

    13F-HR 0001214659-26-008644 filed by Cambridge Advisors Inc.
    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 130,216 shares
    Change vs previous 13F -510 shares

    0.78% of the 13F portfolio, value $3,995,013.

    13F-HR 0001214659-26-004746 filed by Cambridge Advisors Inc.
    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 130,726 shares
    Change vs previous 13F -2,282 shares

    0.68% of the 13F portfolio, value $3,585,801.

    13F-HR 0001214659-26-000687 filed by Cambridge Advisors Inc.
    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 133,008 shares
    Change vs previous 13F +2,765 shares

    0.71% of the 13F portfolio, value $3,631,113.

    13F-HR 0001214659-25-014970 filed by Cambridge Advisors Inc.
    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 130,243 shares
    Change vs previous 13F -23,359 shares

    0.72% of the 13F portfolio, value $3,451,448.

    13F-HR 0001214659-25-010442 filed by Cambridge Advisors Inc.
    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 153,602 shares
    Change vs previous 13F +74 shares

    0.94% of the 13F portfolio, value $4,294,706.

    13F-HR 0001214659-25-006340 filed by Cambridge Advisors Inc.
    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 153,528 shares
    Change vs previous 13F +103,051 shares

    0.94% of the 13F portfolio, value $4,194,376.

    13F-HR 0001214659-25-000800 filed by Cambridge Advisors Inc.
    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 50,477 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $4,266,856.

    13F-HR 0001214659-24-017836 filed by Cambridge Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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