Fortis Group Advisors, LLC: SCHD position timeline

Fortis Group Advisors, LLC held 8,474 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 8,474 shares

   Change vs previous 13F -807 shares

   0.04% of the 13F portfolio, value $268,704.

   13F-HR 0001815183-26-000004 filed by Fortis Group Advisors, LLC
   Filed 2026-07-24 (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).

2. period ended2026-03-31

   13F 9,281 shares

   Change vs previous 13F +808 shares

   0.05% of the 13F portfolio, value $296,131.

   13F-HR 0001815183-26-000002 filed by Fortis Group Advisors, LLC
   Filed 2026-05-08 (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).

3. period ended2025-12-31

   13F 8,473 shares

   Change vs previous 13F +8,473 shares

   0.04% of the 13F portfolio, value $252,664.

   13F-HR 0001815183-26-000001 filed by Fortis Group Advisors, LLC
   Filed 2026-02-06 (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).

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -37,014 shares

   13F-HR 0001815183-25-000005 filed by Fortis Group Advisors, LLC
   Filed 2025-08-08 (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).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 37,014 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $1,034,906.

   13F-HR 0001815183-25-000003 filed by Fortis Group Advisors, LLC
   Filed 2025-05-02 (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).