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Disclosery

Continuum Advisory, LLC: SCHD position timeline

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

Continuum Advisory, LLC held 259,619 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 259,619 shares
    Change vs previous 13F +32,498 shares

    0.67% of the 13F portfolio, value $8,232,517.

    13F-HR 0001420506-26-001438 filed by Continuum Advisory, 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 227,121 shares
    Change vs previous 13F -21,085 shares

    0.67% of the 13F portfolio, value $6,968,074.

    13F-HR 0001420506-26-000704 filed by Continuum Advisory, 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 248,206 shares
    Change vs previous 13F -18,368 shares

    0.68% of the 13F portfolio, value $6,808,287.

    13F-HR 0001420506-26-000267 filed by Continuum Advisory, 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 266,574 shares
    Change vs previous 13F -8,844 shares

    0.77% of the 13F portfolio, value $7,277,458.

    13F-HR 0001420506-25-002870 filed by Continuum Advisory, 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 275,418 shares
    Change vs previous 13F +9,033 shares

    0.88% of the 13F portfolio, value $7,298,577.

    13F-HR 0001420506-25-001895 filed by Continuum Advisory, 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 266,385 shares
    Change vs previous 13F +19,055 shares

    0.96% of the 13F portfolio, value $7,448,126.

    13F-HR 0001420506-25-000801 filed by Continuum Advisory, 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 247,330 shares
    Change vs previous 13F +6,538 shares

    0.87% of the 13F portfolio, value $6,757,061.

    13F-HR 0001420506-25-000628 filed by Continuum Advisory, 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 240,792 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $6,954,073.

    13F-HR 0001420506-24-002589 filed by Continuum Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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