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Fermata Advisors, LLC: SCHD position timeline

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

Fermata Advisors, LLC held 88,768 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,768 shares
    Change vs previous 13F +9,686 shares

    0.57% of the 13F portfolio, value $2,814,827.

    13F-HR 0001859259-26-000003 filed by Fermata 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 79,082 shares
    Change vs previous 13F -2,391 shares

    0.55% of the 13F portfolio, value $2,426,236.

    13F-HR 0001859259-26-000002 filed by Fermata 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 81,473 shares
    Change vs previous 13F -1,330 shares

    0.54% of the 13F portfolio, value $2,234,795.

    13F-HR 0001859259-26-000001 filed by Fermata 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 82,803 shares
    Change vs previous 13F +2,212 shares

    0.57% of the 13F portfolio, value $2,260,523.

    13F-HR 0001085146-25-005870 filed by Fermata 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 80,591 shares
    Change vs previous 13F -12,250 shares

    0.57% of the 13F portfolio, value $2,135,653.

    13F-HR 0001085146-25-003629 filed by Fermata 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 92,841 shares
    Change vs previous 13F +4,983 shares

    0.47% of the 13F portfolio, value $2,595,826.

    13F-HR 0001085146-25-002025 filed by Fermata 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 87,858 shares
    Change vs previous 13F +62,206 shares

    0.45% of the 13F portfolio, value $2,400,285.

    13F-HR 0001085146-25-000208 filed by Fermata 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 25,652 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,168,387.

    13F-HR 0001085146-24-004755 filed by Fermata Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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