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Frazier Financial Advisors, LLC: SCHD position timeline

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

Frazier Financial Advisors, LLC held 1,533 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,533 shares
    Change vs previous 13F +33 shares

    0.02% of the 13F portfolio, value $48,607.

    13F-HR 0002002745-26-000004 filed by Frazier 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 ended2026-03-31
    13F 1,500 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $46,033.

    13F-HR 0002002745-26-000003 filed by Frazier 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 ended2025-12-31
    13F 1,498 shares
    Change vs previous 13F -179 shares

    0.02% of the 13F portfolio, value $41,086.

    13F-HR 0002002745-26-000001 filed by Frazier 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 ended2025-09-30
    13F 1,677 shares
    Change vs previous 13F +185 shares

    0.03% of the 13F portfolio, value $45,777.

    13F-HR 0002002745-25-000003 filed by Frazier Financial 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 1,492 shares
    Change vs previous 13F +300 shares

    0.03% of the 13F portfolio, value $39,537.

    13F-HR 0002002745-25-000002 filed by Frazier Financial 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 1,192 shares
    Change vs previous 13F -248 shares

    0.03% of the 13F portfolio, value $33,329.

    13F-HR 0001855205-25-000019 filed by Frazier Financial 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 1,440 shares
    Change vs previous 13F +1,390 shares

    0.03% of the 13F portfolio, value $39,212.

    13F-HR 0001855205-25-000009 filed by Frazier Financial 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 50 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,227.

    13F-HR 0001855205-24-000049 filed by Frazier Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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