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Disclosery

Fort Sheridan Advisors LLC: SCHD position timeline

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

Fort Sheridan Advisors LLC held 25,595 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,595 shares
    Change vs previous 13F -251 shares

    0.09% of the 13F portfolio, value $811,616.

    13F-HR 0001104659-26-091027 filed by Fort Sheridan 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 25,846 shares
    Change vs previous 13F +3,752 shares

    0.1% of the 13F portfolio, value $792,947.

    13F-HR 0001104659-26-055984 filed by Fort Sheridan 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 22,094 shares
    Change vs previous 13F -6,412 shares

    0.08% of the 13F portfolio, value $606,036.

    13F-HR 0001104659-26-012398 filed by Fort Sheridan 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 28,506 shares
    Change vs previous 13F +2,949 shares

    0.1% of the 13F portfolio, value $778,204.

    13F-HR 0001104659-25-110889 filed by Fort Sheridan 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 25,557 shares
    Change vs previous 13F +8,809 shares

    0.1% of the 13F portfolio, value $677,251.

    13F-HR 0001104659-25-077427 filed by Fort Sheridan 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 16,748 shares
    Change vs previous 13F +1,061 shares

    0.07% of the 13F portfolio, value $468,285.

    13F-HR 0001104659-25-043174 filed by Fort Sheridan 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 15,687 shares
    Change vs previous 13F +10,918 shares

    0.06% of the 13F portfolio, value $428,567.

    13F-HR 0001104659-25-009445 filed by Fort Sheridan 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 4,769 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $403,107.

    13F-HR 0001104659-24-118525 filed by Fort Sheridan Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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