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FIDUCIARY ADVISORS, INC.: SCHD position timeline

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

FIDUCIARY ADVISORS, INC. held 0 SCHD shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -17,624 shares

    13F-HR 0002047030-26-000001 filed by FIDUCIARY ADVISORS, INC.
    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.

  2. period ended2025-09-30
    13F 17,624 shares
    Change vs previous 13F +168 shares

    0.39% of the 13F portfolio, value $481,132.

    13F-HR 0002047030-25-000010 filed by FIDUCIARY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 17,456 shares
    Change vs previous 13F +170 shares

    0.41% of the 13F portfolio, value $462,581.

    13F-HR 0002047030-25-000007 filed by FIDUCIARY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 17,286 shares
    Change vs previous 13F +154 shares

    0.48% of the 13F portfolio, value $483,314.

    13F-HR 0002047030-25-000004 filed by FIDUCIARY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 17,132 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $468,057.

    13F-HR 0002047030-25-000002 filed by FIDUCIARY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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