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Disclosery

Clearstead Advisors, LLC: SCHD position timeline

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

Clearstead Advisors, LLC held 376,960 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 376,960 shares
    Change vs previous 13F -55,005 shares

    0.11% of the 13F portfolio, value $11,953,413.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 431,965 shares
    Change vs previous 13F +165,103 shares

    0.12% of the 13F portfolio, value $13,252,696.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 266,862 shares
    Change vs previous 13F -42,940 shares

    0.09% of the 13F portfolio, value $7,320,030.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 309,802 shares
    Change vs previous 13F +21,931 shares

    0.12% of the 13F portfolio, value $8,457,604.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 287,871 shares
    Change vs previous 13F +10,481 shares

    0.11% of the 13F portfolio, value $7,628,578.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 277,390 shares
    Change vs previous 13F +25,842 shares

    0.12% of the 13F portfolio, value $7,755,838.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 251,548 shares
    Change vs previous 13F +167,263 shares

    0.1% of the 13F portfolio, value $6,872,285.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 84,285 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,124,594.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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