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CWS Financial Advisors, LLC: SCHD position timeline

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

CWS Financial Advisors, LLC held 116,910 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,910 shares
    Change vs previous 13F +11,757 shares

    0.82% of the 13F portfolio, value $3,707,230.

    13F-HR 0001104659-26-088541 filed by CWS Financial 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 105,153 shares
    Change vs previous 13F +1,002 shares

    0.83% of the 13F portfolio, value $3,226,090.

    13F-HR 0001104659-26-049318 filed by CWS Financial 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 104,151 shares
    Change vs previous 13F +2,291 shares

    0.78% of the 13F portfolio, value $2,856,855.

    13F-HR 0001104659-26-011365 filed by CWS Financial 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 101,860 shares
    Change vs previous 13F +564 shares

    0.77% of the 13F portfolio, value $2,780,774.

    13F-HR 0001104659-25-106015 filed by CWS Financial 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 101,296 shares
    Change vs previous 13F +9,742 shares

    0.78% of the 13F portfolio, value $2,684,346.

    13F-HR 0001104659-25-075641 filed by CWS Financial 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 91,554 shares
    Change vs previous 13F +11,433 shares

    0.81% of the 13F portfolio, value $2,559,853.

    13F-HR 0001104659-25-047906 filed by CWS Financial 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 80,121 shares
    Change vs previous 13F +57,224 shares

    0.71% of the 13F portfolio, value $2,188,895.

    13F-HR 0001104659-25-009042 filed by CWS Financial 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 22,897 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,935,517.

    13F-HR 0001104659-24-118471 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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