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Csenge Advisory Group: SCHD position timeline

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

Csenge Advisory Group held 78,268 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,268 shares
    Change vs previous 13F -696 shares

    0.1% of the 13F portfolio, value $2,481,893.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 78,964 shares
    Change vs previous 13F -42,735 shares

    0.11% of the 13F portfolio, value $2,422,601.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 121,699 shares
    Change vs previous 13F -18,534 shares

    0.15% of the 13F portfolio, value $3,338,216.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 140,233 shares
    Change vs previous 13F -32,353 shares

    0.18% of the 13F portfolio, value $3,828,371.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 172,586 shares
    Change vs previous 13F +1,075 shares

    0.24% of the 13F portfolio, value $4,516,587.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 171,511 shares
    Change vs previous 13F -57,829 shares

    0.25% of the 13F portfolio, value $4,359,805.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 229,340 shares
    Change vs previous 13F +5,940 shares

    0.34% of the 13F portfolio, value $6,265,565.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 223,400 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $6,375,825.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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