Fiduciary Alliance LLC: SCHD position timeline

Fiduciary Alliance LLC held 217,420 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 217,420 shares

   Change vs previous 13F -99,141 shares

   0.53% of the 13F portfolio, value $7,072,669.

   13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
   Accepted 2026-10-13 17:47:50 UTC, ingested 2026-10-13 17:49:14 UTC

2. period ended2026-06-30

   13F 316,561 shares

   Change vs previous 13F -69,659 shares

   0.68% of the 13F portfolio, value $10,038,157.

   13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 386,220 shares

   Change vs previous 13F +59,047 shares

   0.71% of the 13F portfolio, value $11,837,634.

   13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 327,173 shares

   Change vs previous 13F -1,644 shares

   0.59% of the 13F portfolio, value $8,974,351.

   13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 328,817 shares

   Change vs previous 13F -3,802 shares

   0.6% of the 13F portfolio, value $8,976,705.

   13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 332,619 shares

   Change vs previous 13F -175,286 shares

   0.66% of the 13F portfolio, value $8,814,402.

   13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 507,905 shares

   Change vs previous 13F +77,439 shares

   1.4% of the 13F portfolio, value $14,201,030.

   13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 430,466 shares

   Change vs previous 13F not available

   1.19% of the 13F portfolio, value $11,760,329.

   13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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