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Freestate Advisors LLC: SCHD position timeline

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

Freestate Advisors LLC held 98,572 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 98,572 shares
    Change vs previous 13F -3,794 shares

    2.47% of the 13F portfolio, value $3,206,557.

    13F-HR 0001660328-26-000006 filed by Freestate Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 102,366 shares
    Change vs previous 13F +111 shares

    2.42% of the 13F portfolio, value $3,246,020.

    13F-HR 0001660328-26-000004 filed by Freestate 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 ended2026-03-31
    13F 102,255 shares
    Change vs previous 13F +5,797 shares

    2.51% of the 13F portfolio, value $3,137,172.

    13F-HR 0001660328-26-000003 filed by Freestate 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 ended2025-12-31
    13F 96,458 shares
    Change vs previous 13F +8,534 shares

    2.15% of the 13F portfolio, value $2,645,856.

    13F-HR 0001660328-26-000001 filed by Freestate 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 ended2025-09-30
    13F 87,924 shares
    Change vs previous 13F +705 shares

    2.01% of the 13F portfolio, value $2,400,314.

    13F-HR 0001660328-25-000008 filed by Freestate 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 ended2025-06-30
    13F 87,219 shares
    Change vs previous 13F +4,969 shares

    2.06% of the 13F portfolio, value $2,311,306.

    13F-HR 0001660328-25-000004 filed by Freestate 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 ended2025-03-31
    13F 82,250 shares
    Change vs previous 13F +19,842 shares

    2.28% of the 13F portfolio, value $2,299,710.

    13F-HR 0001660328-25-000003 filed by Freestate 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 ended2024-12-31
    13F 62,408 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $1,704,983.

    13F-HR 0001660328-25-000001 filed by Freestate Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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