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Disclosery

FC Advisory LLC: SCHD position timeline

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

FC Advisory LLC held 19,234 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,234 shares
    Change vs previous 13F +336 shares

    0.16% of the 13F portfolio, value $625,686.

    13F-HR 0001683754-26-000005 filed by FC Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,898 shares
    Change vs previous 13F +42 shares

    0.16% of the 13F portfolio, value $599,257.

    13F-HR 0001683754-26-000003 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,856 shares
    Change vs previous 13F +316 shares

    0.17% of the 13F portfolio, value $578,498.

    13F-HR 0001683754-26-000002 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 18,540 shares
    Change vs previous 13F -2,231 shares

    0.15% of the 13F portfolio, value $508,540.

    13F-HR 0001683754-26-000001 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 20,771 shares
    Change vs previous 13F +254 shares

    0.17% of the 13F portfolio, value $567,042.

    13F-HR 0001683754-25-000007 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 20,517 shares
    Change vs previous 13F +52 shares

    0.17% of the 13F portfolio, value $543,691.

    13F-HR 0001683754-25-000005 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 20,465 shares
    Change vs previous 13F +273 shares

    0.19% of the 13F portfolio, value $572,202.

    13F-HR 0001683754-25-000002 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 20,192 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $551,642.

    13F-HR 0001683754-25-000001 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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