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COLUMBIA ADVISORY PARTNERS LLC: SCHD position timeline

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

COLUMBIA ADVISORY PARTNERS LLC held 80,139 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 80,139 shares
    Change vs previous 13F -3,126 shares

    1.44% of the 13F portfolio, value $2,606,928.

    13F-HR 0001808179-26-000007 filed by COLUMBIA ADVISORY PARTNERS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 83,265 shares
    Change vs previous 13F -266 shares

    1.46% of the 13F portfolio, value $2,640,342.

    13F-HR 0001808179-26-000005 filed by COLUMBIA ADVISORY PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 83,531 shares
    Change vs previous 13F -193,825 shares

    1.64% of the 13F portfolio, value $2,562,729.

    13F-HR 0001808179-26-000004 filed by COLUMBIA ADVISORY PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 277,356 shares
    Change vs previous 13F -80,789 shares

    5.18% of the 13F portfolio, value $7,607,887.

    13F-HR 0001808179-26-000001 filed by COLUMBIA ADVISORY PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 358,145 shares
    Change vs previous 13F -3,437 shares

    6.76% of the 13F portfolio, value $9,777,353.

    13F-HR 0001808179-25-000008 filed by COLUMBIA ADVISORY PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 361,582 shares
    Change vs previous 13F -8,479 shares

    7.25% of the 13F portfolio, value $9,581,928.

    13F-HR 0001808179-25-000005 filed by COLUMBIA ADVISORY PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 370,061 shares
    Change vs previous 13F +4,180 shares

    8.97% of the 13F portfolio, value $10,346,902.

    13F-HR 0001808179-25-000004 filed by COLUMBIA ADVISORY PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 365,881 shares
    Change vs previous 13F not available

    9.3% of the 13F portfolio, value $9,995,860.

    13F-HR 0001808179-25-000002 filed by COLUMBIA ADVISORY PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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