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Disclosery

Capital Asset Advisory Services LLC: SCHD position timeline

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

Capital Asset Advisory Services LLC held 497,068 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 497,068 shares
    Change vs previous 13F -6,235 shares

    0.57% of the 13F portfolio, value $15,762,020.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services LLC
    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 503,303 shares
    Change vs previous 13F -2,595 shares

    0.6% of the 13F portfolio, value $15,617,503.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services LLC
    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 505,898 shares
    Change vs previous 13F -9,468 shares

    0.57% of the 13F portfolio, value $14,210,664.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services LLC
    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 515,366 shares
    Change vs previous 13F +5,612 shares

    0.61% of the 13F portfolio, value $14,069,489.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services LLC
    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 509,754 shares
    Change vs previous 13F +390 shares

    0.65% of the 13F portfolio, value $13,788,857.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services LLC
    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 509,364 shares
    Change vs previous 13F -850 shares

    0.72% of the 13F portfolio, value $14,195,986.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services LLC
    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 510,214 shares
    Change vs previous 13F +341,308 shares

    0.69% of the 13F portfolio, value $14,000,280.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services LLC
    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 168,906 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $14,215,105.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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