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Cordgrass Capital Advisors, LLC: SCHD position timeline

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

Cordgrass Capital Advisors, LLC held 133,699 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 133,699 shares
    Change vs previous 13F -215,510 shares

    1.58% of the 13F portfolio, value $4,239,595.

    13F-HR 0001398344-26-013638 filed by Cordgrass Capital 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 349,209 shares
    Change vs previous 13F -4,722 shares

    2.51% of the 13F portfolio, value $10,713,732.

    13F-HR 0001398344-26-008630 filed by Cordgrass Capital 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 353,931 shares
    Change vs previous 13F -2,588 shares

    2.33% of the 13F portfolio, value $9,708,327.

    13F-HR 0001398344-26-001825 filed by Cordgrass Capital 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 356,519 shares
    Change vs previous 13F +5,790 shares

    2.4% of the 13F portfolio, value $9,732,969.

    13F-HR 0001398344-25-020288 filed by Cordgrass Capital 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 350,729 shares
    Change vs previous 13F +5,599 shares

    2.51% of the 13F portfolio, value $9,294,319.

    13F-HR 0001398344-25-014199 filed by Cordgrass Capital 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 345,130 shares
    Change vs previous 13F +14,988 shares

    2.76% of the 13F portfolio, value $9,649,835.

    13F-HR 0001398344-25-009206 filed by Cordgrass Capital 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 330,142 shares
    Change vs previous 13F +225,705 shares

    2.62% of the 13F portfolio, value $9,019,289.

    13F-HR 0001398344-25-002145 filed by Cordgrass Capital 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 104,437 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $8,827,846.

    13F-HR 0001398344-24-020050 filed by Cordgrass Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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