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Disclosery

Carroll Advisory Group, LLC: SCHD position timeline

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

Carroll Advisory Group, LLC held 58,255 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,255 shares
    Change vs previous 13F +5,585 shares

    0.61% of the 13F portfolio, value $1,847,280.

    13F-HR 0002108684-26-000004 filed by Carroll Advisory Group, 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 52,670 shares
    Change vs previous 13F +21,417 shares

    0.63% of the 13F portfolio, value $1,615,921.

    13F-HR 0002108684-26-000002 filed by Carroll Advisory Group, 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 31,253 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $857,260.

    13F-HR 0002108684-26-000001 filed by Carroll Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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