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Disclosery

Certified Advisory Corp: SCHD position timeline

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

Certified Advisory Corp held 193,921 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 193,921 shares
    Change vs previous 13F -15,907 shares

    0.5% of the 13F portfolio, value $6,149,250.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 209,828 shares
    Change vs previous 13F -3,312 shares

    0.58% of the 13F portfolio, value $6,437,505.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 213,140 shares
    Change vs previous 13F -20,754 shares

    0.53% of the 13F portfolio, value $5,846,463.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 233,894 shares
    Change vs previous 13F -120,837 shares

    0.61% of the 13F portfolio, value $6,385,256.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 354,731 shares
    Change vs previous 13F -214,671 shares

    0.98% of the 13F portfolio, value $9,400,369.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 569,402 shares
    Change vs previous 13F -150,152 shares

    1.8% of the 13F portfolio, value $15,920,485.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 719,554 shares
    Change vs previous 13F +479,720 shares

    2.13% of the 13F portfolio, value $19,658,213.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 239,834 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $20,273,126.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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