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Disclosery

Faithward Advisors, LLC: SCHD position timeline

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

Faithward Advisors, LLC held 8,947 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,947 shares
    Change vs previous 13F -2,085 shares

    0.03% of the 13F portfolio, value $283,712.

    13F-HR 0001398344-26-014139 filed by Faithward 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 11,032 shares
    Change vs previous 13F +1,978 shares

    0.07% of the 13F portfolio, value $478,123.

    13F-HR 0001398344-26-006628 filed by Faithward 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 9,054 shares
    Change vs previous 13F -8,165 shares

    0.04% of the 13F portfolio, value $248,342.

    13F-HR 0001398344-26-003170 filed by Faithward 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 17,219 shares
    Change vs previous 13F -9,237 shares

    0.07% of the 13F portfolio, value $470,078.

    13F-HR 0001398344-25-021081 filed by Faithward 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 26,456 shares
    Change vs previous 13F +1,509 shares

    0.11% of the 13F portfolio, value $701,077.

    13F-HR 0001398344-25-015491 filed by Faithward 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 24,947 shares
    Change vs previous 13F -5,957 shares

    0.12% of the 13F portfolio, value $697,531.

    13F-HR 0001398344-25-009753 filed by Faithward 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 30,904 shares
    Change vs previous 13F +28,518 shares

    0.14% of the 13F portfolio, value $844,285.

    13F-HR 0001398344-25-002626 filed by Faithward 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 2,386 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $201,648.

    13F-HR 0001398344-24-020903 filed by Faithward Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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