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Cresta Advisors, Ltd.: SCHD position timeline

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

Cresta Advisors, Ltd. held 158,224 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,224 shares
    Change vs previous 13F -11,529 shares

    1.8% of the 13F portfolio, value $5,017,284.

    13F-HR 0001754960-26-000608 filed by Cresta Advisors, Ltd.
    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 169,753 shares
    Change vs previous 13F +11,463 shares

    2.13% of the 13F portfolio, value $5,208,023.

    13F-HR 0001754960-26-000325 filed by Cresta Advisors, Ltd.
    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 158,290 shares
    Change vs previous 13F +9,587 shares

    1.82% of the 13F portfolio, value $4,341,895.

    13F-HR 0001754960-26-000142 filed by Cresta Advisors, Ltd.
    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 148,703 shares
    Change vs previous 13F -8,418 shares

    1.81% of the 13F portfolio, value $4,059,592.

    13F-HR 0001754960-25-000705 filed by Cresta Advisors, Ltd.
    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 157,121 shares
    Change vs previous 13F +17,358 shares

    2.03% of the 13F portfolio, value $4,163,707.

    13F-HR 0001754960-25-000405 filed by Cresta Advisors, Ltd.
    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 139,763 shares
    Change vs previous 13F +90,422 shares

    2.02% of the 13F portfolio, value $3,907,774.

    13F-HR 0001754960-25-000290 filed by Cresta Advisors, Ltd.
    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 49,341 shares
    Change vs previous 13F 0 shares

    2.18% of the 13F portfolio, value $4,170,795.

    13F-HR 0001754960-25-000090 filed by Cresta Advisors, Ltd.
    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 49,341 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $4,170,795.

    13F-HR 0001754960-24-000578 filed by Cresta Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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