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Disclosery

Financial Advisors, LLC: SCHD position timeline

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

Financial Advisors, LLC held 10,170 SCHD shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 10,170 shares
    Change vs previous 13F +368 shares

    0.05% of the 13F portfolio, value $277,633.

    13F-HR 0001951757-25-001314 filed by Financial 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 ended2025-06-30
    13F 9,802 shares
    Change vs previous 13F -1,156 shares

    0.05% of the 13F portfolio, value $259,753.

    13F-HR 0001951757-25-000999 filed by Financial 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 ended2025-03-31
    13F 10,958 shares
    Change vs previous 13F +247 shares

    0.06% of the 13F portfolio, value $306,376.

    13F-HR 0001951757-25-000500 filed by Financial 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 ended2024-12-31
    13F 10,711 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $292,622.

    13F-HR 0001951757-25-000043 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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