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Emerald Advisors, LLC: SCHD position timeline

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

Emerald Advisors, LLC held 153,468 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,468 shares
    Change vs previous 13F -4,120 shares

    0.61% of the 13F portfolio, value $4,866,472.

    13F-HR 0001802611-26-000003 filed by Emerald 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 157,588 shares
    Change vs previous 13F +8,035 shares

    0.6% of the 13F portfolio, value $4,834,807.

    13F-HR 0001802611-26-000002 filed by Emerald 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 149,553 shares
    Change vs previous 13F +12,103 shares

    0.56% of the 13F portfolio, value $4,102,232.

    13F-HR 0001802611-26-000001 filed by Emerald 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 137,450 shares
    Change vs previous 13F +4,843 shares

    0.5% of the 13F portfolio, value $3,752,395.

    13F-HR 0001802611-25-000002 filed by Emerald 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 132,607 shares
    Change vs previous 13F +5,975 shares

    0.45% of the 13F portfolio, value $3,514,092.

    13F-HR 0001085146-25-003957 filed by Emerald 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 126,632 shares
    Change vs previous 13F +12,694 shares

    0.47% of the 13F portfolio, value $3,540,621.

    13F-HR 0001085146-25-002345 filed by Emerald 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 113,938 shares
    Change vs previous 13F +2,627 shares

    0.43% of the 13F portfolio, value $3,112,796.

    13F-HR 0001085146-25-000682 filed by Emerald 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 111,311 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,206,879.

    13F-HR 0001085146-24-005245 filed by Emerald Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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