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DHJJ Financial Advisors, Ltd.: SCHD position timeline

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

DHJJ Financial Advisors, Ltd. held 405,666 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 405,666 shares
    Change vs previous 13F +29,581 shares

    3.71% of the 13F portfolio, value $12,863,675.

    13F-HR 0001844716-26-000004 filed by DHJJ Financial 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 376,085 shares
    Change vs previous 13F +112 shares

    3.82% of the 13F portfolio, value $11,538,291.

    13F-HR 0001844716-26-000002 filed by DHJJ Financial 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 375,973 shares
    Change vs previous 13F -8,129 shares

    3.43% of the 13F portfolio, value $10,312,928.

    13F-HR 0001844716-26-000001 filed by DHJJ Financial 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 384,102 shares
    Change vs previous 13F +866 shares

    3.56% of the 13F portfolio, value $10,485,987.

    13F-HR 0001844716-25-000006 filed by DHJJ Financial 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 383,236 shares
    Change vs previous 13F +6,830 shares

    3.67% of the 13F portfolio, value $10,155,745.

    13F-HR 0001844716-25-000003 filed by DHJJ Financial 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 376,406 shares
    Change vs previous 13F -308 shares

    4.24% of the 13F portfolio, value $10,524,316.

    13F-HR 0001844716-25-000002 filed by DHJJ Financial 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 376,714 shares
    Change vs previous 13F +251,238 shares

    4.01% of the 13F portfolio, value $10,291,829.

    13F-HR 0001844716-25-000001 filed by DHJJ Financial 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 125,476 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $10,606,489.

    13F-HR 0001844716-24-000005 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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