Skip to content
Disclosery

Carrera Capital Advisors: SCHD position timeline

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

Carrera Capital Advisors held 98,833 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,833 shares
    Change vs previous 13F +71,709 shares

    0.46% of the 13F portfolio, value $3,133,981.

    13F-HR 0002035329-26-000004 filed by Carrera 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 ended2026-03-31
    13F 27,124 shares
    Change vs previous 13F -2,104 shares

    0.13% of the 13F portfolio, value $832,165.

    13F-HR 0002035329-26-000002 filed by Carrera 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 ended2025-12-31
    13F 29,228 shares
    Change vs previous 13F +12,554 shares

    0.13% of the 13F portfolio, value $801,733.

    13F-HR 0002035329-26-000001 filed by Carrera 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 ended2025-09-30
    13F 16,674 shares
    Change vs previous 13F +208 shares

    0.08% of the 13F portfolio, value $455,196.

    13F-HR 0002035329-25-000007 filed by Carrera 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 ended2025-06-30
    13F 16,466 shares
    Change vs previous 13F +160 shares

    0.09% of the 13F portfolio, value $436,357.

    13F-HR 0002035329-25-000004 filed by Carrera 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 ended2025-03-31
    13F 16,306 shares
    Change vs previous 13F +621 shares

    0.1% of the 13F portfolio, value $455,911.

    13F-HR 0002035329-25-000002 filed by Carrera 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 ended2024-12-31
    13F 15,685 shares
    Change vs previous 13F +11,762 shares

    0.1% of the 13F portfolio, value $428,525.

    13F-HR 0002035329-25-000001 filed by Carrera 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 ended2024-09-30
    13F 3,923 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $331,601.

    13F-HR 0002035329-24-000003 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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