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Fairfield Financial Advisors, LTD: SCHD position timeline

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

Fairfield Financial Advisors, LTD held 9,646 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,646 shares
    Change vs previous 13F -4,793 shares

    0.12% of the 13F portfolio, value $305,874.

    13F-HR 0002033232-26-000005 filed by Fairfield 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 14,439 shares
    Change vs previous 13F -2,647 shares

    0.15% of the 13F portfolio, value $443,001.

    13F-HR 0002033232-26-000004 filed by Fairfield 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 17,086 shares
    Change vs previous 13F +164 shares

    0.15% of the 13F portfolio, value $468,656.

    13F-HR 0002033232-26-000002 filed by Fairfield 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 16,922 shares
    Change vs previous 13F +4,913 shares

    0.16% of the 13F portfolio, value $461,966.

    13F-HR 0002033232-25-000009 filed by Fairfield 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 12,009 shares
    Change vs previous 13F +12,009 shares

    0.11% of the 13F portfolio, value $318,226.

    13F-HR 0002033232-25-000005 filed by Fairfield 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 0 shares
    Change vs previous 13F -1,552 shares

    13F-HR 0002033232-25-000004 filed by Fairfield Financial Advisors, LTD
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 1,552 shares
    Change vs previous 13F +1,039 shares

    0.01% of the 13F portfolio, value $42,392.

    13F-HR 0002033232-25-000002 filed by Fairfield 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 513 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $43,382.

    13F-HR 0002033232-24-000012 filed by Fairfield Financial Advisors, LTD
    Filed (acceptance time not in the bulk data set), ingested

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