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Disclosery

Enclave Advisors LLC: SCHD position timeline

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

Enclave Advisors LLC held 56,712 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,712 shares
    Change vs previous 13F -145,476 shares

    0.23% of the 13F portfolio, value $1,798,344.

    13F-HR 0001754960-26-000518 filed by Enclave 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 202,188 shares
    Change vs previous 13F +154,119 shares

    0.88% of the 13F portfolio, value $6,203,121.

    13F-HR 0001754960-26-000223 filed by Enclave 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 48,069 shares
    Change vs previous 13F -23,084 shares

    0.19% of the 13F portfolio, value $1,318,520.

    13F-HR 0001754960-26-000046 filed by Enclave 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 71,153 shares
    Change vs previous 13F -17,378 shares

    0.3% of the 13F portfolio, value $1,942,468.

    13F-HR 0001754960-25-000665 filed by Enclave 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 88,531 shares
    Change vs previous 13F -5,473 shares

    0.38% of the 13F portfolio, value $2,346,069.

    13F-HR 0001754960-25-000422 filed by Enclave 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 94,004 shares
    Change vs previous 13F -765 shares

    0.45% of the 13F portfolio, value $2,628,361.

    13F-HR 0001754960-25-000173 filed by Enclave 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 94,769 shares
    Change vs previous 13F +62,168 shares

    0.43% of the 13F portfolio, value $2,589,102.

    13F-HR 0001754960-25-000041 filed by Enclave 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 32,601 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,755,775.

    13F-HR 0001754960-24-000567 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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