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Crewe Advisors LLC: SCHD position timeline

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

Crewe Advisors LLC held 108,015 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,015 shares
    Change vs previous 13F +4,528 shares

    0.25% of the 13F portfolio, value $3,425,160.

    13F-HR 0001730033-26-000003 filed by Crewe 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 103,487 shares
    Change vs previous 13F +6,245 shares

    0.27% of the 13F portfolio, value $3,174,972.

    13F-HR 0001730033-26-000002 filed by Crewe 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 97,242 shares
    Change vs previous 13F +2,065 shares

    0.24% of the 13F portfolio, value $2,667,350.

    13F-HR 0001730033-26-000001 filed by Crewe 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 95,177 shares
    Change vs previous 13F -394 shares

    0.25% of the 13F portfolio, value $2,598,324.

    13F-HR 0001730033-25-000006 filed by Crewe 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 95,571 shares
    Change vs previous 13F +6,636 shares

    0.36% of the 13F portfolio, value $2,532,626.

    13F-HR 0001730033-25-000004 filed by Crewe 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 88,935 shares
    Change vs previous 13F +494 shares

    0.35% of the 13F portfolio, value $2,486,617.

    13F-HR 0001730033-25-000002 filed by Crewe 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 88,441 shares
    Change vs previous 13F +58,098 shares

    0.33% of the 13F portfolio, value $2,416,208.

    13F-HR 0001730033-25-000001 filed by Crewe 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 30,343 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,564,904.

    13F-HR 0001730033-24-000005 filed by Crewe Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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