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CFS Investment Advisory Services, LLC: SCHD position timeline

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

CFS Investment Advisory Services, LLC held 34,327 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 34,327 shares
    Change vs previous 13F +863 shares

    0.07% of the 13F portfolio, value $1,111,852.

    13F-HR 0001845688-26-000003 filed by CFS Investment 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 33,464 shares
    Change vs previous 13F +5,117 shares

    0.07% of the 13F portfolio, value $1,039,057.

    13F-HR 0001845688-26-000002 filed by CFS Investment 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 28,347 shares
    Change vs previous 13F +14,543 shares

    0.06% of the 13F portfolio, value $777,558.

    13F-HR 0001845688-26-000001 filed by CFS Investment 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 13,804 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $373,122.

    13F-HR 0001845688-25-000006 filed by CFS Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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